Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
24 hedge funds and large institutions have $34.5M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more capital invested
Capital invested by funds: $30.6M → $34.5M (+$3.89M)
4% more funds holding
Funds holding: 23 → 24 (+1)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$318K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24K |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$11.5K |
| 4 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$8.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.52M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$463K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$322K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$132K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$81.7K |
BTEC Hedge Fund Activity: Q4 2023 in Review
24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q4 2023, worth a combined $34.5M — up 13% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BTEC positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $318K. The largest seller was Royal Bank of Canada, cutting an estimated $1.52M.
- 24 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $34.5M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q4 2023 was Morgan Stanley, an estimated $318K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2023.