Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
GENY was delisted on the 13th of October, 2023.
7 hedge funds and large institutions have $9.37M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $9.68M → $9.37M (-$308K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.18M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.11K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Principal Financial Group
Des Moines,
Iowa
| $9.01M | – | – | – |
|
|
2
Jane Street
New York
| $226K | -$1.18M | -29,970 | -85% |
|
|
GRP
3
Global Retirement Partners
San Rafael,
California
| $90K | – | – | – |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $21K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $19K | +$3.55K | +90 | +24% |
|
|
PA
6
PSI Advisors
Tampa,
Florida
| $5K | +$4.93K | +125 | New |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$6.11K | -155 | -99% |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$3K | -82 | Closed |
|
GENY Hedge Fund Activity: Q4 2019 in Review
7 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q4 2019, worth a combined $9.37M — down 3.2% from $9.68M a quarter earlier.
Fund positioning in GENY was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $3.55K. The largest seller was Jane Street, cutting an estimated $1.18M.
- 7 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $9.37M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q4 2019, down 3.2% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q4 2019 and 1 closed out, a net change of 0 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $3.55K added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q4 2019 was Jane Street, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2019.