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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

26 hedge funds and large institutions have $37.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

24% more funds holding

Funds holding: 2126 (+5)

12% more capital invested

Capital invested by funds: $33.5M → $37.5M (+$3.99M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$30.5M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.01M +$1.95M +54,571 +187%
Morgan Stanley
3
Morgan Stanley
New York
$588K -$69.2K -1,932 -11%
VNA
4
Valley National Advisers
Pennsylvania
$580K -$4.01K -112 -0.7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$493K +$46K +1,285 +10%
Citadel Advisors
6
Citadel Advisors
Florida
$474K +$472K +13,190 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$428K -$1.04M -29,021 -71%
LPL Financial
8
LPL Financial
California
$283K -$48.4K -1,350 -15%
ECA
9
Elevated Capital Advisors
Utah
$270K +$270K +7,526 New
Stifel Financial
10
Stifel Financial
Missouri
$237K -$3.98K -111 -2%
PA
11
PSI Advisors
Florida
$200K
CIAS
12
Capital Investment Advisory Services
North Carolina
$133K +$39.5K +1,103 +42%
CFGS
13
Concourse Financial Group Securities
Alabama
$124K -$13.4K -375 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$110K -$1.86K -52 -2%
RWPA
15
Richard W. Paul & Associates
Michigan
$58.4K +$573 +16 +1%
Bank of America
16
Bank of America
North Carolina
$12.7K
UBS Group
17
UBS Group
Switzerland
$8.52K -$75K -2,093 -90%
Bessemer Group
18
Bessemer Group
New Jersey
$7K +$7.16K +200 New
GJIA
19
Glass Jacobson Investment Advisors
Maryland
$6.94K +$6.91K +193 New
MIM
20
Macroview Investment Management
Maryland
$6K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K
CAS
22
Coppell Advisory Solutions
Texas
$4.39K +$4.41K +123 New
GRP
23
Global Retirement Partners
California
$2.44K
TRCT
24
Tower Research Capital (TRC)
New York
$1.8K -$4.05K -113 -69%
LFG
25
Larson Financial Group
Missouri
$1.36K

BTEC Hedge Fund Activity: Q2 2023 in Review

26 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2023, worth a combined $37.5M — up 12% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BTEC positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.95M. The largest seller was Susquehanna International Group, cutting an estimated $1.04M.

  • 26 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $37.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2023 and 1 closed out, a net change of +5 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.95M added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2023 was Susquehanna International Group, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2023.