Principal Focused Blue Chip ETF
BCHP
6 hedge funds and large institutions have $41M invested in Principal Focused Blue Chip ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
744% more capital invested
Capital invested by funds: $4.85M → $41M (+$36.1M)
500% more funds holding
Funds holding: 1 → 6 (+5)
67.49% more ownership
Funds ownership: 70.75% → 138.24% (+67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$346K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$218K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.81K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $20.1M | +$18.6M | +705,704 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $14.6M | +$13.5M | +512,414 | New |
|
3
Principal Financial Group
Des Moines,
Iowa
| $5.64M | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| $373K | +$346K | +13,093 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $235K | +$218K | +8,243 | New |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5K | +$4.81K | +182 | New |
|
BCHP Hedge Fund Activity: Q4 2023 in Review
6 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q4 2023, worth a combined $41M — up 744% from $4.85M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BCHP positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $13.5M.
- 6 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q4 2023, up from 1 in Q3 2023.
- Funds reported $41M of Principal Focused Blue Chip ETF stock for Q4 2023, up 744% quarter-over-quarter.
- 5 funds opened new Principal Focused Blue Chip ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest Principal Focused Blue Chip ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $13.5M added.
Based on aggregated 13F filings for Q4 2023.