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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

BTEC was delisted on the 31st of July, 2024.

21 hedge funds and large institutions have $33.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $37.2M → $33.5M (-$3.71M)

22% less funds holding

Funds holding: 2721 (-6)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
21
Holders Change
-6
Holders Change %
-22.22%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CASC
26
Coppell Advisory Solutions Corp
Texas
-$4.14K -123 Closed
FHA
27
First Horizon Advisors
Tennessee
-$1.11K -33 Closed

BTEC Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2023, worth a combined $33.5M — down 10% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BTEC and 0 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, adding an estimated $313K. The largest seller was Fortem Financial Group, cutting an estimated $2.62M.

  • 21 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $33.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 0 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $313K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2023 was Fortem Financial Group, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.