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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

32 hedge funds and large institutions have $107M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

33% more funds holding

Funds holding: 2432 (+8)

0% less capital invested

Capital invested by funds: $108M → $107M (-$369K)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$75.2M -$3.13M -50,000 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.71M +$7.23M +115,511 +27,115%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.02M -$330K -5,275 -7%
RJA
4
Raymond James & Associates
Florida
$3.44M +$212K +3,384 +6%
SL
5
Systelligence LLC
Minnesota
$2.32M -$6.35M -101,540 -72%
KAS
6
Kestra Advisory Services
Texas
$1.89M +$2.05M +32,735 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.84M +$18.9K +302 +1%
VNA
8
Valley National Advisers
Pennsylvania
$1.53M +$1.66M +26,524 New
MFG
9
Merit Financial Group
Georgia
$1.17M +$1.27M +20,240 New
Allianz Asset Management
10
Allianz Asset Management
Germany
$1.09M +$2.19K +35 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.01M +$206K +3,285 +23%
FTUS
12
Flow Traders U.S.
New York
$997K +$1.08M +17,223 New
CWM
13
Cornerstone Wealth Management
Missouri
$982K -$509K -8,143 -32%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$828K +$168K +2,690 +23%
LPL Financial
15
LPL Financial
California
$812K +$279K +4,452 +46%
ECA
16
Elevated Capital Advisors
Utah
$635K +$49.8K +796 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$579K +$23.8K +380 +4%
FFG
18
Fortem Financial Group
California
$574K +$620K +9,916 New
FEM
19
Fulcrum Equity Management
Texas
$332K +$359K +5,733 New
C
20
Certuity
Florida
$314K
PA
21
PSI Advisors
Florida
$306K +$48.2K +770 +17%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$273K -$2.23M -35,719 -88%
LB
23
Leo Brokerage
Texas
$220K
Citigroup
24
Citigroup
New York
$118K +$31.3K +500 +32%
CFGS
25
Concourse Financial Group Securities
Alabama
$97K +$10.4K +166 +11%

BTEC Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2021, worth a combined $107M — down 0.34% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BTEC positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.23M. The largest seller was Systelligence LLC, cutting an estimated $6.35M.

  • 32 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $107M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2021, down 0.34% quarter-over-quarter.
  • 10 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2021 was Morgan Stanley, an estimated $7.23M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2021 was Systelligence LLC, an estimated $6.35M sold.

Based on aggregated 13F filings for Q1 2021.