Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC was delisted on the 31st of July, 2024.
21 hedge funds and large institutions have $29.9M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.
13% less funds holding
Funds holding: 24 → 21 (-3)
13% less capital invested
Capital invested by funds: $34.5M → $29.9M (-$4.54M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$74.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.6K |
| 3 |
Morgan Stanley
New York
|
+$20.2K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$7.43K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$5.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$310K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$301K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$39.5K |
| 5 |
LPL Financial
San Diego,
California
|
-$22.6K |
BTEC Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q1 2024, worth a combined $29.9M — down 13% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BTEC and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $74.6K. The largest seller was Principal Financial Group, cutting an estimated $5.44M.
- 21 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q1 2024, down from 24 in Q4 2023.
- Funds reported $29.9M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $74.6K added.
- The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q1 2024 was Principal Financial Group, an estimated $5.44M sold.
Based on aggregated 13F filings for Q1 2024.