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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

23 hedge funds and large institutions have $34.3M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% less capital invested

Capital invested by funds: $45.5M → $34.3M (-$11.2M)

26% less funds holding

Funds holding: 3123 (-8)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
23
Holders Change
-8
Holders Change %
-25.81%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
5
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$27.4M
FFG
2
Fortem Financial Group
California
$2.93M +$2.1M +62,910 +226%
Morgan Stanley
3
Morgan Stanley
New York
$849K +$19.5K +585 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$707K -$1.64M -49,012 -69%
VNA
5
Valley National Advisers
Pennsylvania
$633K +$53.1K +1,591 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$478K -$41.2K -1,233 -8%
LPL Financial
7
LPL Financial
California
$234K -$55.5K -1,663 -19%
Stifel Financial
8
Stifel Financial
Missouri
$219K -$1.44K -43 -0.6%
PA
9
PSI Advisors
Florida
$210K -$6.34K -190 -3%
CFGS
10
Concourse Financial Group Securities
Alabama
$168K +$1.3K +39 +0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$156K -$68.8K -2,060 -30%
CIAS
12
Capital Investment Advisory Services
North Carolina
$91K
Bank of America
13
Bank of America
North Carolina
$49K +$768 +23 +2%
MIM
14
Macroview Investment Management
Maryland
$45K -$15.6K -466 -25%
UBS Group
15
UBS Group
Switzerland
$19K -$109K -3,264 -85%
CFD
16
Creative Financial Designs
Indiana
$10K -$48.6K -1,457 -83%
TRCT
17
Tower Research Capital (TRC)
New York
$5K -$33 -1 -0.6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5K
APA
19
American Portfolios Advisors
New York
$4.61K
CT
20
Cambridge Trust
Massachusetts
$4K
GRP
21
Global Retirement Partners
California
$2K
LFG
22
Larson Financial Group
Missouri
$1K
FHA
23
First Horizon Advisors
Tennessee
$1K +$1.1K +33 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.58M -39,937 Closed
FTUS
25
Flow Traders U.S.
New York
-$480K -12,134 Closed

BTEC Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2022, worth a combined $34.3M — down 25% from $45.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BTEC and 1 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Fortem Financial Group, adding an estimated $2.1M. The largest seller was Royal Bank of Canada, cutting an estimated $1.64M.

  • 23 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2022, down from 31 in Q1 2022.
  • Funds reported $34.3M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2022, down 25% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2022 and 8 closed out, a net change of -7 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2022 was Fortem Financial Group, an estimated $2.1M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2022.