Principal RL Est Act Opp ETFBYREETF
13F holders, Q1 2025 (March 31)8holders +3
3new positions
0sold out
$25.17avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Principal RL Est Act Opp ETF (BYRE) in their 13F filings, up 3 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($6.1M), Principal Securities, Inc. ($5.7M) and Principal Financial Group Inc. ($5.1M).
- Company
- Principal RL Est Act Opp ETF
- CUSIP
- 74255Y722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $256K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 25,813 shares bought, net +25,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 238,237 | $6.1M |
| Principal Securities, Inc. | 0.13% | No change | 232,662 | $5.7M |
| Principal Financial Group Inc. | 0.00% | No change | 199,204 | $5.1M |
| Virtu Financial LLC | 0.01% | New | 9,664 | $246K |
| CoreCap Advisors, LLC | 0.00% | New | 331 | $8K |
| UBS Group AG | 0.00% | Add +40.5% | 104 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 42 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $27 |
"% 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.