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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

12 hedge funds and large institutions have $75.7M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

12% more capital invested

Capital invested by funds: $67.7M → $75.7M (+$8.03M)

20% less funds holding

Funds holding: 1512 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
1
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$63.8M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.48M +$3.32M +73,067 New
SL
3
Systelligence LLC
Minnesota
$3.1M +$923K +20,342 +45%
RJA
4
Raymond James & Associates
Florida
$2.65M +$791K +17,426 +46%
Allianz Asset Management
5
Allianz Asset Management
Germany
$905K -$64.7K -1,426 -7%
ECA
6
Elevated Capital Advisors
Utah
$471K +$413K +9,095 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$421K +$52K +1,146 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$287K +$274K +6,030 New
C
9
Certuity
Florida
$257K +$245K +5,400 New
Osaic Holdings
10
Osaic Holdings
Arizona
$245K +$90.7K +1,999 +64%
CFGS
11
Concourse Financial Group Securities
Alabama
$62K +$19.7K +433 +49%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$10K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
-$1.05M -23,638 Closed
Citadel Advisors
14
Citadel Advisors
Florida
-$567K -12,698 Closed
LPL Financial
15
LPL Financial
California
-$516K -11,566 Closed
FEM
16
Fulcrum Equity Management
Texas
-$259K -5,793 Closed
NCM
17
Niemann Capital Management
Nevada
-$256K -5,742 Closed
PAG
18
Private Advisor Group
New Jersey
-$52K -1,160 Closed
CFA
19
Carroll Financial Associates
North Carolina
-$1K -29 Closed

BTEC Hedge Fund Activity: Q3 2020 in Review

12 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2020, worth a combined $75.7M — up 12% from $67.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BTEC and 4 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $3.32M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.05M sold.

  • 12 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2020, down from 15 in Q2 2020.
  • Funds reported $75.7M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2020 and 7 closed out, a net change of -3 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $3.32M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q3 2020.