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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

21 hedge funds and large institutions have $33.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less capital invested

Capital invested by funds: $37.2M → $33.5M (-$3.71M)

22% less funds holding

Funds holding: 2721 (-6)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
21
Holders Change
-6
Holders Change %
-22.22%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
12
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
$28.2M -$122K -3,500 -0.4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.36M -$173K -4,975 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$969K +$313K +8,980 +44%
Morgan Stanley
4
Morgan Stanley
New York
$607K -$85.1K -2,446 -12%
VNA
5
Valley National Advisers
Pennsylvania
$572K +$15.8K +455 +3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$413K -$53.5K -1,536 -11%
LPL Financial
7
LPL Financial
California
$306K +$4.77K +137 +2%
FFG
8
Fortem Financial Group
California
$265K -$2.62M -75,345 -90%
Stifel Financial
9
Stifel Financial
Missouri
$222K -$1.18K -34 -0.5%
PA
10
PSI Advisors
Florida
$185K +$3.41K +98 +2%
CFGS
11
Concourse Financial Group Securities
Alabama
$127K -$28.9K -829 -18%
Osaic Holdings
12
Osaic Holdings
Arizona
$103K -$57.2K -1,643 -35%
CIAS
13
Capital Investment Advisory Services
North Carolina
$86.3K -$10.9K -314 -11%
UBS Group
14
UBS Group
Switzerland
$77.4K +$47.5K +1,366 +142%
RWPA
15
Richard W. Paul & Associates
Michigan
$53.4K -$244 -7 -0.4%
Bank of America
16
Bank of America
North Carolina
$11.8K -$27.6K -793 -69%
MIM
17
Macroview Investment Management
Maryland
$5.54K -$2.85K -82 -33%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5K
TRCT
19
Tower Research Capital (TRC)
New York
$5K
GRP
20
Global Retirement Partners
California
$2.43K
LFG
21
Larson Financial Group
Missouri
$1.26K
Wells Fargo
22
Wells Fargo
California
$8
Citadel Advisors
23
Citadel Advisors
Florida
-$515K -15,309 Closed
NA
24
NewEdge Advisors
Louisiana
-$43.2K -1,286 Closed
CAS
25
Coppell Advisory Solutions
Texas
-$4.14K -123 Closed

BTEC Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2023, worth a combined $33.5M — down 10% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BTEC and 0 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, adding an estimated $313K. The largest seller was Fortem Financial Group, cutting an estimated $2.62M.

  • 21 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2023, down from 27 in Q4 2022.
  • Funds reported $33.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 0 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $313K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2023 was Fortem Financial Group, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2023.