Principal RL Est Act Opp ETFBYREETF
13F holders, Q2 2024 (June 30)5holders +1
1new positions
0sold out
$23.39avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Principal Securities, Inc. ($4.9M), Envestnet Asset Management Inc. ($4.7M) and Principal Financial Group Inc. ($4.7M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $702 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 59,543 shares bought, net +59,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Principal Securities, Inc. | 0.13% | Add +19.5% | 209,072 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 200,418 | $4.7M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $4.7M |
| Virtu Financial LLC | 0.02% | Add +6.1% | 11,589 | $271K |
| JPMorgan Chase & Co. | 0.00% | New | 30 | $702 |
"% of holder's portfolio" is BYRE's weight in each manager's 13F, not the share of Principal RL Est Act Opp ETF the manager owns.