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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 $57.8M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

6% more funds holding

Funds holding: 3133 (+2)

39% less capital invested

Capital invested by funds: $94.5M → $57.8M (-$36.8M)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$40.3M -$25.8M -500,000 -37%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.72M +$306K +5,941 +8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.33M +$2.17M +42,022 +584%
Morgan Stanley
4
Morgan Stanley
New York
$1.97M -$3.08M -59,678 -59%
VNA
5
Valley National Advisers
Pennsylvania
$1.63M -$11.9K -230 -0.7%
MFG
6
Merit Financial Group
Georgia
$987K -$928 -18 -0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$934K +$93K +1,803 +10%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$732K -$224K -4,347 -22%
FTUS
9
Flow Traders U.S.
New York
$707K +$536K +10,391 +228%
Citadel Advisors
10
Citadel Advisors
Florida
$690K +$545K +10,579 +263%
RJA
11
Raymond James & Associates
Florida
$501K +$51.4K +997 +10%
FFG
12
Fortem Financial Group
California
$500K -$118K -2,282 -18%
LPL Financial
13
LPL Financial
California
$487K -$260K -5,041 -33%
PA
14
PSI Advisors
Florida
$315K +$9.28K +180 +3%
Stifel Financial
15
Stifel Financial
Missouri
$311K +$143K +2,773 +73%
Ameriprise
16
Ameriprise
Minnesota
$267K +$18.3K +354 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$260K +$284K +5,502 New
C
18
Certuity
Florida
$256K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$232K -$494K -9,587 -66%
CFGS
20
Concourse Financial Group Securities
Alabama
$190K +$24.2K +470 +13%
CFD
21
Creative Financial Designs
Indiana
$173K +$189K +3,667 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$127K +$17.5K +340 +14%
Bank of America
23
Bank of America
North Carolina
$71K +$77.4K +1,501 New
UBS Group
24
UBS Group
Switzerland
$66K +$71.8K +1,392 New
NSIM
25
North Star Investment Management
Illinois
$14K

BTEC Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q4 2021, worth a combined $57.8M — down 39% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BTEC positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.17M. The largest seller was Principal Financial Group, cutting an estimated $25.8M.

  • 33 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $57.8M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q4 2021, down 39% quarter-over-quarter.
  • 7 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $2.17M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q4 2021 was Principal Financial Group, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2021.