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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 $30.6M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 2623 (-3)

18% less capital invested

Capital invested by funds: $37.5M → $30.6M (-$6.93M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
10
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
$25.5M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.64M -$985K -29,332 -35%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$964K +$675K +20,105 +169%
VNA
4
Valley National Advisers
Pennsylvania
$476K -$10.3K -308 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$413K -$1.07K -32 -0.2%
Citadel Advisors
6
Citadel Advisors
Florida
$307K -$101K -2,999 -23%
Morgan Stanley
7
Morgan Stanley
New York
$301K -$214K -6,360 -39%
ECA
8
Elevated Capital Advisors
Utah
$240K +$15.1K +449 +6%
LPL Financial
9
LPL Financial
California
$210K -$30.1K -895 -11%
PA
10
PSI Advisors
Florida
$158K -$10.8K -321 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$128K +$39.7K +1,182 +39%
CFGS
12
Concourse Financial Group Securities
Alabama
$101K -$2.52K -75 -2%
CIAS
13
Capital Investment Advisory Services
North Carolina
$99.3K -$13.6K -404 -11%
RWPA
14
Richard W. Paul & Associates
Michigan
$44.6K -$4.84K -144 -9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$11.9K +354 New
UBS Group
16
UBS Group
Switzerland
$8.58K +$1.61K +48 +20%
MIM
17
Macroview Investment Management
Maryland
$5.03K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$5K
CAS
19
Coppell Advisory Solutions
Texas
$4.14K
GRP
20
Global Retirement Partners
California
$1.96K
TRCT
21
Tower Research Capital (TRC)
New York
$1.51K
LFG
22
Larson Financial Group
Missouri
$1.15K
Wells Fargo
23
Wells Fargo
California
$27
Stifel Financial
24
Stifel Financial
Missouri
-$237K -6,584 Closed
Bank of America
25
Bank of America
North Carolina
-$12.7K -354 Closed

BTEC Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q3 2023, worth a combined $30.6M — down 18% from $37.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BTEC and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $675K. The largest seller was Royal Bank of Canada, cutting an estimated $985K.

  • 23 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q3 2023, down from 26 in Q2 2023.
  • Funds reported $30.6M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q3 2023, down 18% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q3 2023 was Susquehanna International Group, an estimated $675K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $985K sold.

Based on aggregated 13F filings for Q3 2023.