Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
8 hedge funds and large institutions have $44.7M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
11% less funds holding
Funds holding: 9 → 8 (-1)
11% less capital invested
Capital invested by funds: $50.4M → $44.7M (-$5.64M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$955K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$911K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$50.5K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$32.1K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$5.41K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$256 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $43.1M | – | – | – |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $877K | +$955K | +28,773 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $633K | -$911K | -27,467 | -57% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $34K | -$5.41K | -163 | -13% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | – | – | – |
|
|
RIA
6
Realta Investment Advisors
Wilmington,
Delaware
| $10K | -$32.1K | -968 | -75% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $10K | +$2.99K | +90 | +40% |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| – | -$50.5K | -1,480 | Closed |
|
|
MWM
10
Meridian Wealth Management
Lexington,
Kentucky
| – | -$256 | -750 | Closed |
|
BTEC Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2019, worth a combined $44.7M — down 11% from $50.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BTEC and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $955K. The largest seller was Citadel Advisors, cutting an estimated $911K.
- 8 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2019, down from 9 in Q2 2019.
- Funds reported $44.7M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2019, down 11% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2019 and 2 closed out, a net change of -1 holder.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2019 was Raymond James & Associates, an estimated $955K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2019 was Citadel Advisors, an estimated $911K sold.
Based on aggregated 13F filings for Q3 2019.