Principal RL Est Act Opp ETFBYREETF
13F holders, Q4 2024 (December 31)5holders
1new positions
1sold out
$24.54avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($5.7M), Envestnet Asset Management Inc. ($5.5M) and Principal Financial Group Inc. ($4.9M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25 |
| Exits | 1 | $474K |
All 13F filers, Q3 2024 → Q4 2024: 24,327 shares bought and 17,616 shares sold, net +6,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Principal Securities, Inc. | 0.13% | Add +5.2% | 232,662 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 222,491 | $5.5M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $4.9M |
| UBS Group AG | 0.00% | Add +428.6% | 74 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $25 |
"% 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.