Principal Focused Blue Chip ETF
BCHP
5 hedge funds and large institutions have $122M invested in Principal Focused Blue Chip ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $115M → $122M (+$7.25M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.21% less ownership
Funds ownership: 141.03% → 136.81% (-4.2%)
29% less funds holding
Funds holding: 7 → 5 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.19M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$198K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $63.2M | +$2.8M | +82,227 | +5% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $50.8M | +$1.19M | +34,959 | +2% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $6.74M | – | – | – |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $802K | +$175K | +5,148 | +28% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $316K | -$198K | -5,811 | -38% |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$41.3K | -1,251 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$1.92K | -58 | Closed |
|
BCHP Hedge Fund Activity: Q4 2024 in Review
5 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q4 2024, worth a combined $122M — up 6.3% from $115M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BCHP and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Principal Securities, adding an estimated $2.8M. The largest seller was Susquehanna International Group, cutting an estimated $198K.
- 5 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q4 2024, down from 7 in Q3 2024.
- Funds reported $122M of Principal Focused Blue Chip ETF stock for Q4 2024, up 6.3% quarter-over-quarter.
- 0 funds opened new Principal Focused Blue Chip ETF positions in Q4 2024 and 2 closed out, a net change of -2 holders.
- The largest Principal Focused Blue Chip ETF buyer in Q4 2024 was Principal Securities, an estimated $2.8M added.
- The largest Principal Focused Blue Chip ETF seller in Q4 2024 was Susquehanna International Group, an estimated $198K sold.
Based on aggregated 13F filings for Q4 2024.