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Principal Focused Blue Chip ETF

8 hedge funds and large institutions have $143M invested in Principal Focused Blue Chip ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding

Funds holding: 58 (+3)

17% more capital invested

Capital invested by funds: $122M → $143M (+$20.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13.34% less ownership

Funds ownership: 136.81%123.48% (-13%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
4
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$71.3M +$24.5M +716,575 +48%
PS
2
Principal Securities
Iowa
$63.3M +$46.7K +1,368 +0.1%
Principal Financial Group
3
Principal Financial Group
Iowa
$6.39M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$869K +$115K +3,373 +14%
LPL Financial
5
LPL Financial
California
$383K +$406K +11,890 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$370K +$74.1K +2,171 +23%
CA
7
CoreCap Advisors
Michigan
$49.3K +$52.2K +1,529 New
UBS Group
8
UBS Group
Switzerland
$8.61K +$9.11K +267 New

BCHP Hedge Fund Activity: Q1 2025 in Review

8 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q1 2025, worth a combined $143M — up 17% from $122M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BCHP positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $24.5M.

  • 8 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q1 2025, up from 5 in Q4 2024.
  • Funds reported $143M of Principal Focused Blue Chip ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 3 funds opened new Principal Focused Blue Chip ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest Principal Focused Blue Chip ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $24.5M added.

Based on aggregated 13F filings for Q1 2025.