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 $2.57M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
77% less capital invested
Capital invested by funds: $11.3M → $2.57M (-$8.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$234K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$51K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$18K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.47K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$8.57M |
| 2 |
Jane Street
New York
|
-$774K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.73M | -$774K | -16,516 | -32% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $334K | +$51K | +1,088 | +19% |
|
|
EH
3
Equitable Holdings
New York
| $243K | +$234K | +4,991 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $170K | -$46.1K | -985 | -22% |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $88K | +$18K | +385 | +27% |
|
|
6
UBS Group
Zurich,
Switzerland
| $4K | +$3.47K | +74 | New |
|
|
7
Principal Financial Group
Des Moines,
Iowa
| – | -$8.57M | -200,001 | Closed |
|
|
8
Wells Fargo
San Francisco,
California
| – | +$47 | +1 | New |
|
GENY Hedge Fund Activity: Q3 2020 in Review
7 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q3 2020, worth a combined $2.57M — down 77% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GENY positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $234K. The largest seller was Principal Financial Group, exiting entirely with an estimated $8.57M sold.
- 7 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q3 2020, up from 5 in Q2 2020.
- Funds reported $2.57M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q3 2020, down 77% quarter-over-quarter.
- 3 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q3 2020 was Equitable Holdings, an estimated $234K added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q3 2020 was Principal Financial Group, an estimated $8.57M sold.
Based on aggregated 13F filings for Q3 2020.