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 $45.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
6% less funds holding
Funds holding: 33 → 31 (-2)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
21% less capital invested
Capital invested by funds: $57.8M → $45.5M (-$12.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Fortem Financial Group
Palm Desert,
California
|
+$683K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$96.7K |
| 3 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
+$73.8K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$46.9K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$24.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$987K |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$719K |
| 3 |
Morgan Stanley
New York
|
-$629K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$506K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $7K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $5.66K | – | – | – |
|
|
CT
29
Cambridge Trust
Cambridge,
Massachusetts
| $5K | – | – | – |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $2K | +$2.69K | +68 | New |
|
|
MFG
32
Merit Financial Group
Alpharetta,
Georgia
| – | -$987K | -20,863 | Closed |
|
33
Ameriprise
Minneapolis,
Minnesota
| – | -$267K | -5,653 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$232K | -4,909 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$40 | -1 | Closed |
|
BTEC Hedge Fund Activity: Q1 2022 in Review
31 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2022, worth a combined $45.5M — down 21% from $57.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BTEC and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 9 added.
The largest buyer was Fortem Financial Group, adding an estimated $683K. The largest seller was Merit Financial Group, exiting entirely with an estimated $987K sold.
- 31 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2022, down from 33 in Q4 2021.
- Funds reported $45.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2022, down 21% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2022 was Fortem Financial Group, an estimated $683K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2022 was Merit Financial Group, an estimated $987K sold.
Based on aggregated 13F filings for Q1 2022.