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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

31 hedge funds and large institutions have $45.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 3331 (-2)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

21% less capital invested

Capital invested by funds: $57.8M → $45.5M (-$12.3M)

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$33.7M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.85M -$305K -7,709 -10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.58M -$366K -9,275 -19%
FFG
4
Fortem Financial Group
California
$1.1M +$683K +17,283 +164%
Morgan Stanley
5
Morgan Stanley
New York
$1.02M -$629K -15,916 -38%
VNA
6
Valley National Advisers
Pennsylvania
$640K -$719K -18,196 -53%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$636K +$22.9K +579 +4%
ECA
8
Elevated Capital Advisors
Utah
$505K +$504K +12,766 New
FTUS
9
Flow Traders U.S.
New York
$480K -$111K -2,809 -19%
Citadel Advisors
10
Citadel Advisors
Florida
$369K -$209K -5,287 -36%
LPL Financial
11
LPL Financial
California
$353K -$54.8K -1,386 -13%
Osaic Holdings
12
Osaic Holdings
Arizona
$287K -$506K -12,812 -65%
Stifel Financial
13
Stifel Financial
Missouri
$271K +$10.4K +262 +4%
PA
14
PSI Advisors
Florida
$266K +$2.57K +65 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$242K +$24.5K +619 +11%
C
16
Certuity
Florida
$217K +$2.02K +51 +0.9%
CFGS
17
Concourse Financial Group Securities
Alabama
$204K +$46.9K +1,188 +30%
RJA
18
Raymond James & Associates
Florida
$203K -$216K -5,478 -52%
UBS Group
19
UBS Group
Switzerland
$152K +$96.7K +2,447 +176%
CIAS
20
Capital Investment Advisory Services
North Carolina
$112K +$4.94K +125 +5%
MIM
21
Macroview Investment Management
Maryland
$74K +$73.8K +1,867 New
CFD
22
Creative Financial Designs
Indiana
$69K -$75.6K -1,913 -52%
Bank of America
23
Bank of America
North Carolina
$59K
NSIM
24
North Star Investment Management
Illinois
$11K
TWC
25
TD Waterhouse Canada
Ontario, Canada
$7.19K +$5.53K +140 New

BTEC Hedge Fund Activity: Q1 2022 in Review

31 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2022, worth a combined $45.5M — down 21% from $57.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BTEC and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 9 added.

The largest buyer was Fortem Financial Group, adding an estimated $683K. The largest seller was Merit Financial Group, exiting entirely with an estimated $987K sold.

  • 31 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2022, down from 33 in Q4 2021.
  • Funds reported $45.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2022 and 5 closed out, a net change of -1 holder.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2022 was Fortem Financial Group, an estimated $683K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2022 was Merit Financial Group, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2022.