Principal Focused Blue Chip ETF
BCHP
8 hedge funds and large institutions have $240M invested in Principal Focused Blue Chip ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
31% more capital invested
Capital invested by funds: $184M → $240M (+$56.4M)
12.66% more ownership
Funds ownership: 137.97% → 150.63% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$28.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$802K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$7.26M |
| 2 |
LPL Financial
San Diego,
California
|
-$473K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$81.8K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$56.2K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$23.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $127M | +$28.8M | +767,985 | +29% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $107M | +$26.4M | +703,559 | +33% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.69M | +$2.55M | +68,136 | +228% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $805K | +$802K | +21,388 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $707K | +$705K | +18,793 | New |
|
|
SW
6
Simplicity Wealth
Summit,
New Jersey
| $439K | -$81.8K | -2,182 | -16% |
|
|
7
MML Investors Services
Springfield,
Massachusetts
| $217K | -$56.2K | -1,500 | -21% |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $70.3K | +$7.01K | +187 | +11% |
|
|
9
Principal Financial Group
Des Moines,
Iowa
| – | -$7.26M | -198,099 | Closed |
|
|
10
LPL Financial
San Diego,
California
| – | -$473K | -12,922 | Closed |
|
|
11
Raymond James Financial
St Petersburg,
Florida
| – | -$23.1K | -632 | Closed |
|
BCHP Hedge Fund Activity: Q3 2025 in Review
8 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q3 2025, worth a combined $240M — up 31% from $184M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BCHP and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Principal Securities, adding an estimated $28.8M. The largest seller was Principal Financial Group, exiting entirely with an estimated $7.26M sold.
- 8 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $240M of Principal Focused Blue Chip ETF stock for Q3 2025, up 31% quarter-over-quarter.
- 2 funds opened new Principal Focused Blue Chip ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Principal Focused Blue Chip ETF buyer in Q3 2025 was Principal Securities, an estimated $28.8M added.
- The largest Principal Focused Blue Chip ETF seller in Q3 2025 was Principal Financial Group, an estimated $7.26M sold.
Based on aggregated 13F filings for Q3 2025.