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 $43M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 9 → 9 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
21% less capital invested
Capital invested by funds: $54.6M → $43M (-$11.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$41.5K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$32.6K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.3K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$19.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$1.83M |
| 2 |
PA
PSI Advisors
Tampa,
Florida
|
-$168K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$10K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Principal Financial Group
Des Moines,
Iowa
| $41.3M | -$1.83M | -50,000 | -4% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $931K | +$41.5K | +1,137 | +4% |
|
|
3
Citadel Advisors
Miami,
Florida
| $643K | +$29.3K | +802 | +4% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $61K | +$69.9K | +1,915 | New |
|
|
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $28K | +$32.6K | +894 | New |
|
|
VCP
6
Verus Capital Partners
Scottsdale,
Arizona
| $17K | +$19.9K | +544 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $6K | -$6.46K | -177 | -50% |
|
|
9
Wells Fargo
San Francisco,
California
| $1K | +$1.06K | +29 | New |
|
|
PA
10
PSI Advisors
Tampa,
Florida
| – | -$168K | -4,360 | Closed |
|
|
RIA
11
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10K | -254 | Closed |
|
BTEC Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2020, worth a combined $43M — down 21% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BTEC positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $41.5K. The largest seller was Principal Financial Group, cutting an estimated $1.83M.
- 9 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $43M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2020 was Raymond James & Associates, an estimated $41.5K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2020 was Principal Financial Group, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2020.