IG · Principal Investment Grade Corporate ETF ETF
$20.09
+0.05 (+0.25%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $30,980,379
Total Shares: 1,475,889
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 14 13F filers · Δ vs Dec 31, 2022Top Holder
60.4%
−9.2 pts
Top 5
94.7%
−0.7 pts
Top 10
99.8%
−0.2 pts
HHI
4,016
Highly concentrated−1,096
Quarterly Activity
vs Dec 31, 2022
New
4
Increased
5
Decreased
3
Sold Out
1
Unchanged
2
Holder count:
+3
Institutional value:
+61.9%
Shares held:
+57.5%
Top Buyers
vs Dec 31, 2022| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +239,086 | 891,605 | |
| Mega BANK OF AMERICA CORP /DE/ | +59,601 | 107,054 | |
| Large Cerity Partners LLC | +59,498 | 195,911 | |
| Small Insight Wealth Partners, LLC | +7,301 | 40,667 | |
| Mid Belpointe Asset Management LLC | +785 | 3,630 |
Top Sellers
vs Dec 31, 2022| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −322 | 1,494 | |
| Mid Sound Income Strategies, LLC | −246 | 3,594 | |
| Mega LPL Financial LLC | −41 | 22,697 |
Top New Positions
vs Dec 31, 2022| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 162,669 | $3,414,584 | |
| Small Claro Advisors Inc. | 34,051 | $714,764 | |
| Mega UBS Group AG | 755 | $15,848 | |
| Mega WELLS FARGO & COMPANY/MN | 0 | $0 |
Top Sold-Out Positions
vs Dec 31, 2022| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Stratos Wealth Advisors, LLC | 24,500 | $500,290 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC IG | $18,715,680 | 60.41% | 891,605 | Shares | 2023-05-11 | |
| Large Cerity Partners LLC IG | $4,112,367 | 13.27% | 195,911 | Shares | 2023-05-11 | |
| Mega JANE STREET GROUP, LLC IG | $3,414,584 | 11.02% | 162,669 | Shares | 2023-05-16 | |
| Mega BANK OF AMERICA CORP /DE/ Bank IG | $2,247,170 | 7.25% | 107,054 | Shares | 2023-05-12 | |
| Small Insight Wealth Partners, LLC IG | $853,640 | 2.76% | 40,667 | Shares | 2023-05-12 | |
| Small Claro Advisors Inc. IG | $714,764 | 2.31% | 34,051 | Shares | 2023-04-17 | |
| Mega LPL Financial LLC IG | $476,432 | 1.54% | 22,697 | Shares | 2023-05-10 | |
| Small Callan Capital, LLC IG | $246,896 | 0.80% | 11,762 | Shares | 2023-06-13 | |
| Mid Belpointe Asset Management LLC IG | $76,197 | 0.25% | 3,630 | Shares | 2023-05-15 | |
| Mid Sound Income Strategies, LLC IG | $75,441 | 0.24% | 3,594 | Shares | 2023-04-10 | |
| Large OSAIC HOLDINGS, INC. IG | $31,360 | 0.10% | 1,494 | Shares | 2023-05-12 | |
| Mega UBS Group AG IG | $15,848 | 0.05% | 755 | Shares | 2023-05-12 | |
| Mega WELLS FARGO & COMPANY/MN IG | $0 | 0.00% | 0 | Shares | 2023-05-12 | |
| — PROEQUITIES, INC. IG | $0 | 0.00% | 0 | Shares | 2023-05-15 |