Principal Focused Blue Chip ETF
BCHP
12 hedge funds and large institutions have $289M invested in Principal Focused Blue Chip ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
50% more funds holding
Funds holding: 8 → 12 (+4)
20% more capital invested
Capital invested by funds: $240M → $289M (+$48.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.73% less ownership
Funds ownership: 150.63% → 146.91% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.6M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$18.9M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$10.3M |
| 4 |
NLP
Next Level Private
Harrison,
New York
|
+$1.07M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$805K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$185K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $146M | +$18.9M | +504,431 | +15% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $126M | +$19.6M | +522,821 | +18% |
|
|
3
Raymond James Financial
St Petersburg,
Florida
| $10.3M | +$10.3M | +275,467 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.8M | +$121K | +3,217 | +3% |
|
|
NLP
5
Next Level Private
Harrison,
New York
| $1.06M | +$1.07M | +28,387 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $519K | -$185K | -4,935 | -26% |
|
|
SW
7
Simplicity Wealth
Summit,
New Jersey
| $457K | +$20.2K | +538 | +5% |
|
8
MML Investors Services
Springfield,
Massachusetts
| $216K | – | – | – |
|
|
KAS
9
Kestra Advisory Services
Austin,
Texas
| $98.9K | +$99.1K | +2,638 | New |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $57K | -$13K | -347 | -19% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $4.76K | +$4.77K | +127 | New |
|
12
AssetMark Inc
Concord,
California
| $3.9K | +$3.9K | +104 | New |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$805K | -21,388 | Closed |
|
BCHP Hedge Fund Activity: Q4 2025 in Review
12 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Principal Focused Blue Chip ETF (BCHP) for Q4 2025, worth a combined $289M — up 20% from $240M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BCHP positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $19.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $805K sold.
- 12 institutional investors held Principal Focused Blue Chip ETF (BCHP) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $289M of Principal Focused Blue Chip ETF stock for Q4 2025, up 20% quarter-over-quarter.
- 5 funds opened new Principal Focused Blue Chip ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
- The largest Principal Focused Blue Chip ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $19.6M added.
- The largest Principal Focused Blue Chip ETF seller in Q4 2025 was Susquehanna International Group, an estimated $805K sold.
Based on aggregated 13F filings for Q4 2025.