Principal Investment Grade Corporate Active ETF (IG) Institutional Ownership

$20.05
-0.06 (-0.30%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Investment Grade Corporate Active ETF (NYSEARCA:IG)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$61.02M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$887.03K
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IG Institutional Buying and Selling by Quarter

Principal Investment Grade Corporate Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.563,093$11.63M0.0%+33.7%14.818%
2/7/2024Principal Securities Inc.1,510,652$31.71M1.2%N/A60.426%
2/2/2024Atria Wealth Solutions Inc.12,075$254K0.0%-24.1%0.483%
1/31/2024Western Wealth Management LLC188,973$3.97M0.3%+27.5%7.559%
1/23/2024 LVZ Inc.22,196$466K0.1%-29.0%0.888%
1/16/2024 Raymond James Financial Services Advisors Inc.421,064$8.84M0.0%+2.4%16.843%
1/10/2024 Sound Income Strategies LLC2,577$54K0.0%-17.4%0.103%
11/13/2023Envestnet Asset Management Inc.1,271,241$25.01M0.0%+12.8%50.850%
11/8/2023Atria Wealth Solutions Inc.15,900$313K0.0%-15.9%0.636%
11/8/2023 LVZ Inc.31,247$615K0.1%-47.1%1.250%
11/8/2023Western Wealth Management LLC148,224$2.92M0.2%+13.3%5.929%
10/30/2023Insight Wealth Partners LLC56,216$1.11M0.2%+30.6%2.249%
10/24/2023 Raymond James Financial Services Advisors Inc.411,060$8.09M0.0%+66.4%16.442%
10/23/2023Commonwealth Equity Services LLC17,057$336K0.0%+39.8%0.682%
8/30/2023Western Wealth Management LLC130,797$2.69M0.2%+38.7%5.232%
8/4/2023Envestnet Asset Management Inc.1,127,190$23.19M0.0%+26.4%49.008%
7/25/2023 Raymond James Financial Services Advisors Inc.247,054$5.08M0.0%N/A10.741%
7/18/2023 LVZ Inc.59,016$1.21M0.2%N/A2.566%
6/14/2023Atria Wealth Solutions Inc.18,900$397K0.0%N/A0.969%
5/11/2023Cerity Partners LLC195,911$4.10M0.0%+43.6%10.047%
5/11/2023Envestnet Asset Management Inc.891,605$18.72M0.0%+36.6%45.723%
4/17/2023 Claro Advisors LLC34,051$715K0.2%N/A1.746%
3/6/2023OLD Mission Capital LLC1,302$27K0.0%N/A0.096%
2/13/2023Callan Capital LLC11,762$240K0.0%N/A0.871%
2/8/2023Belpointe Asset Management LLC2,845$58K0.0%N/A0.211%
2/7/2023LPL Financial LLC22,738$464K0.0%+31.7%1.684%
2/7/2023Envestnet Asset Management Inc.652,519$13.32M0.0%+53.5%48.335%
2/1/2023Insight Wealth Partners LLC33,366$681K0.5%+79.9%2.472%
1/19/2023 Stratos Wealth Advisors LLC24,500$500K0.0%N/A1.815%
12/1/2022Insight Wealth Partners LLC18,546$380K0.4%-62.4%2.061%
11/10/2022Envestnet Asset Management Inc.425,093$8.71M0.0%+33.1%47.233%
8/10/2022Cerity Partners LLC124,671$2.73M0.0%N/A0.731%
8/3/2022Envestnet Asset Management Inc.319,498$6.99M0.0%+50.3%1.874%
7/15/2022 Oxinas Partners Wealth Management LLC9,998$219K0.2%-96.0%0.059%
7/13/2022Insight Wealth Partners LLC49,325$1.08M0.8%-0.9%0.292%
5/9/2022Principal Financial Group Inc.15,750,000$379.37M0.2%-9.7%93.750%
5/4/2022Envestnet Asset Management Inc.212,632$5.12M0.0%+35.1%1.266%
5/2/2022Insight Wealth Partners LLC49,792$1.20M0.7%N/A0.296%
4/26/2022Palladium Partners LLC130,706$3.15M0.1%+7.7%0.780%
4/22/2022Truist Financial Corp15,796$380K0.0%-34.2%0.093%
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4/20/2022 Oxinas Partners Wealth Management LLC251,744$6.06M3.8%N/A1.490%
4/11/2022 Sound Income Strategies LLC4,297$104K0.0%-91.3%0.025%
2/9/2022Principal Financial Group Inc.17,450,000$459.27M0.3%N/A101.749%
2/9/2022Palladium Partners LLC121,403$3.20M0.1%+24.2%0.708%
2/4/2022Envestnet Asset Management Inc.157,412$4.14M0.0%+99.9%0.918%
1/13/2022 Sound Income Strategies LLC49,295$1.30M0.2%-11.0%0.260%
11/5/2021Truist Financial Corp24,621$654K0.0%-7.6%0.133%
10/26/2021Palladium Partners LLC97,758$2.60M0.1%+17.8%0.528%
10/12/2021 Sound Income Strategies LLC55,387$1.47M0.2%-5.5%0.302%
8/13/2021LPL Financial LLC8,047$216K0.0%N/A0.045%
8/4/2021Envestnet Asset Management Inc.13,977$374K0.0%N/A0.078%
8/3/2021Palladium Partners LLC82,988$2.22M0.1%-0.5%0.461%
7/13/2021 Sound Income Strategies LLC58,590$1.57M0.2%-7.5%0.326%
5/18/2021Jane Street Group LLC24,396$633K0.0%-2.8%0.136%
5/12/2021UBS Group AG1,561$40K0.0%N/A0.009%
5/5/2021Palladium Partners LLC83,421$2.16M0.1%N/A0.463%
4/14/2021 Sound Income Strategies LLC63,368$1.64M0.3%+17.8%0.519%
2/17/2021Jane Street Group LLC25,102$688K0.0%+121.5%0.200%
1/11/2021 Sound Income Strategies LLC53,793$1.47M0.3%+162.9%0.439%
11/17/2020Jane Street Group LLC11,332$306K0.0%-83.9%0.094%
11/13/2020Truist Financial Corp26,280$709K0.0%N/A0.218%
11/9/2020LPL Financial LLC10,497$283K0.0%+6.5%0.087%
10/8/2020 Sound Income Strategies LLC20,461$552K0.2%N/A0.171%
8/17/2020Jane Street Group LLC70,277$1.88M0.0%-39.7%0.616%
5/15/2020Jane Street Group LLC116,605$2.86M0.0%+266.2%2.810%
5/1/2020UBS Group AG1,301$32K0.0%N/A0.031%
(Data available from 1/1/2016 forward)

IG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IG shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Principal Investment Grade Corporate Active ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($379.37M), Principal Securities Inc. ($31.71M), Envestnet Asset Management Inc. ($25.01M), Raymond James Financial Services Advisors Inc. ($11.63M), Cerity Partners LLC ($4.10M), Western Wealth Management LLC ($3.97M), and Palladium Partners LLC ($3.15M).Learn more on IG's institutional investors.

Which institutional investors have been buying Principal Investment Grade Corporate Active ETF stock?

Of the 16 institutional investors that purchased Principal Investment Grade Corporate Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($1.51M), Envestnet Asset Management Inc. ($1.11M), Raymond James Financial Services Advisors Inc. ($563.09K), Cerity Partners LLC ($184.17K), Western Wealth Management LLC ($94.70K), Insight Wealth Partners LLC ($77.80K), and LVZ Inc. ($59.02K).

How much institutional buying is happening at Principal Investment Grade Corporate Active ETF?

Institutional investors have bought a total of 3,716,254 shares in the last 24 months. This purchase volume represents approximately $77.60M in transactions.

Which Principal Investment Grade Corporate Active ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Investment Grade Corporate Active ETF stock in the last 24 months: Principal Financial Group Inc. ($1.70M), Oxinas Partners Wealth Management LLC ($241.75K), LVZ Inc. ($36.82K), Insight Wealth Partners LLC ($31.25K), Atria Wealth Solutions Inc. ($6.83K), and Sound Income Strategies LLC ($543.00).

How much institutional selling is happening at Principal Investment Grade Corporate Active ETF?

Institutional investors have sold a total of 2,017,180 shares in the last 24 months. This volume of shares sold represents approximately $47.77M in transactions.


This page (NYSEARCA:IG) was last updated on 4/25/2024 by MarketBeat.com Staff

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