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BTEC

Principal Exchange-Traded Funds Principal Healthcare Innovators ETF

Delisted

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

20 hedge funds and large institutions have $2.89M invested in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2120 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

90% less capital invested

Capital invested by funds: $29.9M → $2.89M (-$27M)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$713K +$438K +12,143 +164%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$412K +$541 +15 +0.1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$378K -$90.2K -2,500 -19%
Morgan Stanley
4
Morgan Stanley
New York
$305K -$463K -12,824 -61%
PS
5
Principal Securities
Iowa
$239K +$13.7K +380 +6%
LPL Financial
6
LPL Financial
California
$225K -$2.13K -59 -0.9%
PA
7
PSI Advisors
Florida
$179K -$10.5K -291 -6%
CFGS
8
Concourse Financial Group Securities
Alabama
$126K
CIAS
9
Capital Investment Advisory Services
North Carolina
$111K
Osaic Holdings
10
Osaic Holdings
Arizona
$104K +$25K +694 +32%
RWPA
11
Richard W. Paul & Associates
Michigan
$37.8K -$4.08K -113 -10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36K -$112K -3,113 -76%
UBS Group
13
UBS Group
Switzerland
$8.24K +$8.15K +226 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$6K
CAS
15
Coppell Advisory Solutions
Texas
$4.48K +$4.44K +123 New
GRP
16
Global Retirement Partners
California
$2.48K
LFG
17
Larson Financial Group
Missouri
$1.39K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$406
TRCT
19
Tower Research Capital (TRC)
New York
$109 +$108 +3 New
Wells Fargo
20
Wells Fargo
California
$30
Principal Financial Group
21
Principal Financial Group
Iowa
-$26.7M -700,000 Closed
VNA
22
Valley National Advisers
Pennsylvania
-$7K -187 Closed
Bank of America
23
Bank of America
North Carolina
-$5.93K -156 Closed
MIM
24
Macroview Investment Management
Maryland
-$2.78K -73 Closed

BTEC Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) for Q2 2024, worth a combined $2.89M — down 90% from $29.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BTEC and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $438K. The largest seller was Principal Financial Group, exiting entirely with an estimated $26.7M sold.

  • 20 institutional investors held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) as of Q2 2024, down from 21 in Q1 2024.
  • Funds reported $2.89M of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF stock for Q2 2024, down 90% quarter-over-quarter.
  • 3 funds opened new Principal Exchange-Traded Funds Principal Healthcare Innovators ETF positions in Q2 2024 and 4 closed out, a net change of -1 holder.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF buyer in Q2 2024 was Citadel Advisors, an estimated $438K added.
  • The largest Principal Exchange-Traded Funds Principal Healthcare Innovators ETF seller in Q2 2024 was Principal Financial Group, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2024.