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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 $37.2M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 2727 (0)

5% less capital invested

Capital invested by funds: $39.3M → $37.2M (-$2.08M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
4
Reduced
11
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
$28.6M
FFG
2
Fortem Financial Group
California
$2.8M -$354K -10,504 -11%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M -$97.5K -2,891 -6%
Morgan Stanley
4
Morgan Stanley
New York
$697K -$158K -4,681 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$679K +$208K +6,164 +44%
VNA
6
Valley National Advisers
Pennsylvania
$548K -$33.9K -1,006 -6%
Citadel Advisors
7
Citadel Advisors
Florida
$515K -$538K -15,943 -51%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$470K +$43.5K +1,289 +10%
LPL Financial
9
LPL Financial
California
$306K +$23.7K +702 +8%
Stifel Financial
10
Stifel Financial
Missouri
$226K -$2.4K -71 -1%
PA
11
PSI Advisors
Florida
$184K -$19.7K -584 -10%
Osaic Holdings
12
Osaic Holdings
Arizona
$160K +$2.87K +85 +2%
CFGS
13
Concourse Financial Group Securities
Alabama
$156K -$17.5K -519 -10%
CIAS
14
Capital Investment Advisory Services
North Carolina
$98K -$337 -10 -0.3%
RWPA
15
Richard W. Paul & Associates
Michigan
$54.3K +$54.5K +1,615 New
NA
16
NewEdge Advisors
Louisiana
$43.2K +$43.4K +1,286 New
Bank of America
17
Bank of America
North Carolina
$38.6K -$11.9K -354 -24%
UBS Group
18
UBS Group
Switzerland
$32.4K -$15.2K -451 -32%
MIM
19
Macroview Investment Management
Maryland
$8.37K
GJIA
20
Glass Jacobson Investment Advisors
Maryland
$6.5K +$6.51K +193 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K
TRCT
22
Tower Research Capital (TRC)
New York
$5K
CAS
23
Coppell Advisory Solutions
Texas
$4.14K +$4.15K +123 New
CASC
24
Coppell Advisory Solutions Corp
Texas
$4.14K +$4.15K +123 New
GRP
25
Global Retirement Partners
California
$2.29K

BTEC Hedge Fund Activity: Q4 2022 in Review

27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q4 2022, worth a combined $37.2M — down 5.3% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BTEC positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $208K. The largest seller was Citadel Advisors, cutting an estimated $538K.

  • 27 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $37.2M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q4 2022, down 5.3% quarter-over-quarter.
  • 5 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $208K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q4 2022 was Citadel Advisors, an estimated $538K sold.

Based on aggregated 13F filings for Q4 2022.