Principal Focused Blue Chip ETF
BCHP
9 hedge funds and large institutions have $184M invested in Principal Focused Blue Chip ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
29% more capital invested
Capital invested by funds: $143M → $184M (+$41.3M)
14.5% more ownership
Funds ownership: 123.48% → 137.97% (+14%)
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$25.5M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$469K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$246K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$101K |
| 5 |
LPL Financial
San Diego,
California
|
+$35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$370K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $95.7M | +$25.5M | +752,941 | +40% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $78.5M | -$2.26M | -66,581 | -3% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $7.26M | – | – | – |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.1M | +$101K | +2,980 | +11% |
|
|
SW
5
Simplicity Wealth
Summit,
New Jersey
| $507K | +$469K | +13,844 | New |
|
|
6
LPL Financial
San Diego,
California
| $473K | +$35K | +1,032 | +9% |
|
|
7
MML Investors Services
Springfield,
Massachusetts
| $266K | +$246K | +7,270 | New |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $61.6K | +$5.19K | +153 | +10% |
|
9
Raymond James Financial
St Petersburg,
Florida
| $23.1K | +$21.4K | +632 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$370K | -11,470 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$8.61K | -267 | Closed |
|
BCHP Hedge Fund Activity: Q2 2025 in Review
9 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q2 2025, worth a combined $184M — up 29% from $143M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BCHP positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Principal Securities, adding an estimated $25.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.26M.
- 9 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $184M of Principal Focused Blue Chip ETF stock for Q2 2025, up 29% quarter-over-quarter.
- 3 funds opened new Principal Focused Blue Chip ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest Principal Focused Blue Chip ETF buyer in Q2 2025 was Principal Securities, an estimated $25.5M added.
- The largest Principal Focused Blue Chip ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2025.