Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
33 hedge funds and large institutions have $112M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 32 → 33 (+1)
4% more capital invested
Capital invested by funds: $107M → $112M (+$4.24M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.93M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$324K |
| 4 |
APA
Allegiant Private Advisors
Sarasota,
Florida
|
+$292K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.87M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.84M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.09M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$391K |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $76K | +$6.07K | +106 | +9% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $34K | -$2.18K | -38 | -6% |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $18K | +$16.6K | +290 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
PFA
30
Professional Financial Advisors
North Platte,
Nebraska
| $3K | – | – | – |
|
|
EVM
31
Eaton Vance Management
Boston,
Massachusetts
| $3K | +$3.15K | +55 | New |
|
|
LFG
32
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$1.84M | -32,042 | Closed |
|
|
34
Allianz Asset Management
Munich,
Germany
| – | -$1.09M | -18,783 | Closed |
|
|
FEM
35
Fulcrum Equity Management
Plano,
Texas
| – | -$332K | -5,733 | Closed |
|
|
IAIM
36
International Assets Investment Management
Orlando,
Florida
| – | -$60K | -1,710 | Closed |
|
BTEC Hedge Fund Activity: Q2 2021 in Review
33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2021, worth a combined $112M — up 3.9% from $107M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BTEC positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.04M. The largest seller was Raymond James & Associates, cutting an estimated $2.87M.
- 33 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2021, up from 32 in Q1 2021.
- Funds reported $112M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2021, up 3.9% quarter-over-quarter.
- 6 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2021 and 4 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2021 was Morgan Stanley, an estimated $2.04M added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2021 was Raymond James & Associates, an estimated $2.87M sold.
Based on aggregated 13F filings for Q2 2021.