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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

23 hedge funds and large institutions have $30.6M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 2623 (-3)

18% less capital invested

Capital invested by funds: $37.5M → $30.6M (-$6.93M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
26
Bessemer Group
New Jersey
-$7K -200 Closed
GJIA
27
Glass Jacobson Investment Advisors
Maryland
-$6.94K -193 Closed

BTEC Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2023, worth a combined $30.6M — down 18% from $37.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BTEC and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $675K. The largest seller was Royal Bank of Canada, cutting an estimated $985K.

  • 23 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $30.6M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $675K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2023.