Principal Exchange-Traded Funds (BYRE)

Management Company · ARCX · Series S000076068 · View on SEC EDGAR ↗

Net assets
$25.6M
Holdings
52
As of
June 30, 2026
Top 10 holdings weight
52.30%
Effective number of positions
26.2
Positions above 1%
29
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Fund flows (SEC-reported)

Last month (Jun 2026)
+$0
Quarter ending Jun 2026
+$0
Trailing 12 months
+$8.5M

Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 52 holdings

NameCUSIP Value % Balance Category Country
Sekisui House Reit Inc $64K 0.25 135 EC JP
CENTURIA CAPITAL GROUP $30K 0.12 22,129 EC AU
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Sector breakdown

Real Estate
85.6%
Other/Unmapped
14.4%

Institutional owners (13F) 8 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
PRINCIPAL SECURITIES, INC. $17,731,594 43.66% 649,260 Shares June 30, 2026
ENVESTNET ASSET MANAGEMENT INC $17,430,987 42.92% 638,252 Shares June 30, 2026
PRINCIPAL FINANCIAL GROUP INC $5,440,361 13.39% 199,204 Shares June 30, 2026
CoreCap Advisors, LLC $8,767 0.02% 321 Shares June 30, 2026
UBS Group AG $2,130 0.01% 78 Shares June 30, 2026
Farther Finance Advisors, LLC $1,185 0.00% 43 Shares June 30, 2026
Virtu Financial LLC $250 0.00% 9,150 Shares June 30, 2026
MORGAN STANLEY $37 0.00% 1 Shares June 30, 2026

Peer funds

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Fund AUM
USMC Principal Exchange-Traded Funds $3.5B
PSC Principal Exchange-Traded Funds $2.3B
LCAP Principal Exchange-Traded Funds $1.8B
PREF Principal Exchange-Traded Funds $1.8B
PIEQ Principal Exchange-Traded Funds $1.3B
YLD Principal Exchange-Traded Funds $572.8M
PY Principal Exchange-Traded Funds $220.4M
BCHP Principal Exchange-Traded Funds $218.2M
IG Principal Exchange-Traded Funds $199.1M
PQDI Principal Exchange-Traded Funds $70.0M

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