Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
31 hedge funds and large institutions have $94.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
6% less funds holding
Funds holding: 33 → 31 (-2)
15% less capital invested
Capital invested by funds: $112M → $94.5M (-$17.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$409K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$227K |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$201K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.84M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.04M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.89M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $7.81K | +$8.09K | +143 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $4K | -$27.7K | -490 | -88% |
|
|
PFA
28
Professional Financial Advisors
North Platte,
Nebraska
| $3K | – | – | – |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
SL
30
Systelligence LLC
Bloomington,
Minnesota
| – | -$2.04M | -33,460 | Closed |
|
|
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$1.89M | -31,088 | Closed |
|
|
CWM
32
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.07M | -17,506 | Closed |
|
|
WCM
33
WealthBridge Capital Management
Westerville,
Ohio
| – | -$223K | -3,665 | Closed |
|
|
EVM
34
Eaton Vance Management
Boston,
Massachusetts
| – | -$3K | -55 | Closed |
|
35
Fidelity Investments
Boston,
Massachusetts
| – | +$509 | +9 | New |
|
BTEC Hedge Fund Activity: Q3 2021 in Review
31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2021, worth a combined $94.5M — down 15% from $112M a quarter earlier.
Fund positioning in BTEC was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 8 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $2.83M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.
- 31 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2021, down from 33 in Q2 2021.
- Funds reported $94.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2021, down 15% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2021 and 5 closed out, a net change of 0 holders.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2021 was Principal Financial Group, an estimated $2.83M added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2021 was Morgan Stanley, an estimated $2.84M sold.
Based on aggregated 13F filings for Q3 2021.