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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

7 hedge funds and large institutions have $51.1M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding

Funds holding: 37 (+4)

30% more capital invested

Capital invested by funds: $39.4M → $51.1M (+$11.7M)

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$49.3M
LPL Financial
2
LPL Financial
California
$1.11M +$1.06M +32,021 New
Citadel Advisors
3
Citadel Advisors
Florida
$558K +$537K +16,166 New
APA
4
American Portfolios Advisors
New York
$51.5K +$49.1K +1,480 New
AG
5
Advisor Group
Arizona
$45K +$14.4K +435 +51%
UBS Group
6
UBS Group
Switzerland
$14K +$4.35K +131 +51%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.48K +165 New

BTEC Hedge Fund Activity: Q1 2019 in Review

7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2019, worth a combined $51.1M — up 30% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BTEC positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.06M.

  • 7 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2019, up from 3 in Q4 2018.
  • Funds reported $51.1M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2019 and 0 closed out, a net change of +4 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2019 was LPL Financial, an estimated $1.06M added.

Based on aggregated 13F filings for Q1 2019.