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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

33 hedge funds and large institutions have $112M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 3233 (+1)

4% more capital invested

Capital invested by funds: $107M → $112M (+$4.24M)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$79M
Morgan Stanley
2
Morgan Stanley
New York
$9.22M +$2.04M +35,572 +31%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.27M +$36.3K +633 +0.9%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.34M +$1.93M +33,750 +712%
SL
5
Systelligence LLC
Minnesota
$2.04M -$391K -6,827 -17%
KAS
6
Kestra Advisory Services
Texas
$1.89M -$94.3K -1,647 -5%
VNA
7
Valley National Advisers
Pennsylvania
$1.89M +$258K +4,496 +17%
FTUS
8
Flow Traders U.S.
New York
$1.39M +$324K +5,651 +33%
MFG
9
Merit Financial Group
Georgia
$1.26M +$22.3K +390 +2%
CWM
10
Cornerstone Wealth Management
Missouri
$1.07M +$30.4K +530 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.06M +$3.78K +66 +0.4%
LPL Financial
12
LPL Financial
California
$941K +$81.4K +1,421 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$925K +$51.2K +894 +6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$767K +$149K +2,593 +26%
FFG
15
Fortem Financial Group
California
$678K +$69.9K +1,220 +12%
RJA
16
Raymond James & Associates
Florida
$577K -$2.87M -50,013 -84%
PA
17
PSI Advisors
Florida
$359K +$34.9K +610 +12%
C
18
Certuity
Florida
$330K
APA
19
Allegiant Private Advisors
Florida
$311K +$292K +5,106 New
LB
20
Leo Brokerage
Texas
$231K
Ameriprise
21
Ameriprise
Minnesota
$227K +$213K +3,723 New
WCM
22
WealthBridge Capital Management
Ohio
$223K +$210K +3,665 New
Stifel Financial
23
Stifel Financial
Missouri
$222K +$209K +3,641 New
CFGS
24
Concourse Financial Group Securities
Alabama
$187K +$80.1K +1,399 +83%
Citigroup
25
Citigroup
New York
$140K +$14.3K +250 +12%

BTEC Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2021, worth a combined $112M — up 3.9% from $107M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BTEC positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.04M. The largest seller was Raymond James & Associates, cutting an estimated $2.87M.

  • 33 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $112M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2021 and 4 closed out, a net change of +2 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2021 was Morgan Stanley, an estimated $2.04M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2021 was Raymond James & Associates, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2021.