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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

24 hedge funds and large institutions have $108M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

100% more funds holding

Funds holding: 1224 (+12)

42% more capital invested

Capital invested by funds: $75.7M → $108M (+$32.1M)

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$79.1M
SL
2
Systelligence LLC
Minnesota
$8.33M +$4.14M +76,668 +118%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.39M +$88.9K +1,648 +2%
RJA
4
Raymond James & Associates
Florida
$3.29M +$22.9K +424 +0.8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.38M +$2.18M +40,460 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.86M +$1.71M +31,740 New
CWM
7
Cornerstone Wealth Management
Missouri
$1.48M +$1.36M +25,119 New
Ameriprise
8
Ameriprise
Minnesota
$1.43M +$1.34M +24,754 New
Allianz Asset Management
9
Allianz Asset Management
Germany
$1.1M -$13.5K -251 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$827K +$482K +8,929 +173%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$682K +$302K +5,595 +93%
ECA
12
Elevated Capital Advisors
Utah
$608K +$67.7K +1,254 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$565K +$42.4K +785 +9%
LPL Financial
14
LPL Financial
California
$563K +$517K +9,580 New
C
15
Certuity
Florida
$318K +$1.02K +19 +0.4%
PA
16
PSI Advisors
Florida
$265K +$244K +4,526 New
LB
17
Leo Brokerage
Texas
$223K +$205K +3,798 New
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$117K +$108K +1,993 New
Citigroup
19
Citigroup
New York
$91K +$83.6K +1,550 New
CFGS
20
Concourse Financial Group Securities
Alabama
$89K +$11K +203 +16%
IAIM
21
International Assets Investment Management
Florida
$30K +$46.1K +855 New
Morgan Stanley
22
Morgan Stanley
New York
$25K +$23K +426 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$10K
Wells Fargo
24
Wells Fargo
California
+$54 +1 New

BTEC Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q4 2020, worth a combined $108M — up 42% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BTEC positions and 0 closed out — a net gain of 12 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $4.14M. The largest seller was Allianz Asset Management, cutting an estimated $13.5K.

  • 24 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q4 2020, up from 12 in Q3 2020.
  • Funds reported $108M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q4 2020, up 42% quarter-over-quarter.
  • 12 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q4 2020 and 0 closed out, a net change of +12 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q4 2020 was Systelligence LLC, an estimated $4.14M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q4 2020 was Allianz Asset Management, an estimated $13.5K sold.

Based on aggregated 13F filings for Q4 2020.