Principal RL Est Act Opp ETFBYREETF
13F holders, Q3 2024 (September 30)5holders
1new positions
1sold out
$26.92avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($6.0M), Envestnet Asset Management Inc. ($5.6M) and Principal Financial Group Inc. ($5.4M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $377 |
| Exits | 1 | $702 |
All 13F filers, Q2 2024 → Q3 2024: 27,438 shares bought and 30 shares sold, net +27,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Principal Securities, Inc. | 0.14% | Add +5.8% | 221,223 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 209,664 | $5.6M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.4M |
| Virtu Financial LLC | 0.03% | Add +52.0% | 17,616 | $474K |
| UBS Group AG | 0.00% | New | 14 | $377 |
"% 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.