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 $54.6M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $44.7M → $54.6M (+$9.9M)
13% more funds holding
Funds holding: 8 → 9 (+1)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.51K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$70 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.8K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.7K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$2.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $52.5M | -$1.8M | -51,300 | -4% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $1.1M | -$10.7K | -305 | -1% |
|
|
3
Citadel Advisors
Miami,
Florida
| $758K | -$28.8K | -821 | -4% |
|
|
PA
4
PSI Advisors
Tampa,
Florida
| $168K | +$153K | +4,360 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $43K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $14K | +$1.51K | +43 | +14% |
|
|
RIA
7
Realta Investment Advisors
Wilmington,
Delaware
| $10K | -$2.32K | -66 | -21% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$14K | -450 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | +$70 | +2 | New |
|
BTEC Hedge Fund Activity: Q4 2019 in Review
9 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q4 2019, worth a combined $54.6M — up 22% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BTEC positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $1.51K. The largest seller was Principal Financial Group, cutting an estimated $1.8M.
- 9 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q4 2019, up from 8 in Q3 2019.
- Funds reported $54.6M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q4 2019 was UBS Group, an estimated $1.51K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q4 2019 was Principal Financial Group, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2019.