Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
9 hedge funds and large institutions have $50.4M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
1% less capital invested
Capital invested by funds: $51.1M → $50.4M (-$694K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$42.5K |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$24.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.11M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$158K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $48.6M | -$158K | -4,800 | -0.3% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.63M | +$1.05M | +31,780 | +197% |
|
|
APA
3
American Portfolios Advisors
Holbrook,
New York
| $50.5K | – | – | – |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $44K | – | – | – |
|
|
RIA
5
Realta Investment Advisors
Wilmington,
Delaware
| $43K | +$42.5K | +1,288 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$14.9K | +450 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $8K | -$5.45K | -165 | -42% |
|
|
MWM
9
Meridian Wealth Management
Lexington,
Kentucky
| $256 | +$24.8K | +750 | New |
|
|
10
LPL Financial
San Diego,
California
| – | -$1.11M | -32,021 | Closed |
|
BTEC Hedge Fund Activity: Q2 2019 in Review
9 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2019, worth a combined $50.4M — down 1.4% from $51.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BTEC positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.05M. The largest seller was LPL Financial, exiting entirely with an estimated $1.11M sold.
- 9 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2019, up from 7 in Q1 2019.
- Funds reported $50.4M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2019, down 1.4% quarter-over-quarter.
- 3 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2019 and 1 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2019 was Citadel Advisors, an estimated $1.05M added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2019 was LPL Financial, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2019.