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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

27 hedge funds and large institutions have $39.3M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 2327 (+4)

15% more capital invested

Capital invested by funds: $34.3M → $39.3M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$29.2M
FFG
2
Fortem Financial Group
California
$3.23M +$112K +3,082 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.68M +$1.77M +48,788 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M +$1.14M +31,252 New
Morgan Stanley
5
Morgan Stanley
New York
$874K -$33.5K -922 -4%
VNA
6
Valley National Advisers
Pennsylvania
$574K -$35.3K -970 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$482K -$287K -7,902 -36%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$436K -$77.4K -2,130 -14%
LPL Financial
9
LPL Financial
California
$288K +$41.4K +1,140 +16%
ECA
10
Elevated Capital Advisors
Utah
$254K +$269K +7,403 New
Stifel Financial
11
Stifel Financial
Missouri
$234K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$216K +$229K +6,295 New
PA
13
PSI Advisors
Florida
$208K -$17.4K -479 -7%
CFGS
14
Concourse Financial Group Securities
Alabama
$177K -$1.45K -40 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$160K -$6.91K -190 -4%
CIAS
16
Capital Investment Advisory Services
North Carolina
$100K +$3.85K +106 +4%
Bank of America
17
Bank of America
North Carolina
$52K -$836 -23 -2%
UBS Group
18
UBS Group
Switzerland
$49K +$30.5K +840 +146%
CFD
19
Creative Financial Designs
Indiana
$10K
MIM
20
Macroview Investment Management
Maryland
$9K -$41.9K -1,152 -82%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K
TRCT
22
Tower Research Capital (TRC)
New York
$6K
APA
23
American Portfolios Advisors
New York
$4.92K
CT
24
Cambridge Trust
Massachusetts
$4K
GRP
25
Global Retirement Partners
California
$2K

BTEC Hedge Fund Activity: Q3 2022 in Review

27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2022, worth a combined $39.3M — up 15% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BTEC positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.77M. The largest seller was Royal Bank of Canada, cutting an estimated $287K.

  • 27 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $39.3M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2022 and 0 closed out, a net change of +4 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.77M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $287K sold.

Based on aggregated 13F filings for Q3 2022.