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GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF

Delisted

GENY was delisted on the 13th of October, 2023.

7 hedge funds and large institutions have $1.88M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 77 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

27% less capital invested

Capital invested by funds: $2.57M → $1.88M (-$693K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$750K +$325K +6,075 +88%
Jane Street
2
Jane Street
New York
$699K -$1.26M -23,536 -66%
LPL Financial
3
LPL Financial
California
$206K +$190K +3,549 New
Osaic Holdings
4
Osaic Holdings
Arizona
$114K -$83.7K -1,566 -44%
GRP
5
Global Retirement Partners
California
$105K
APA
6
American Portfolios Advisors
New York
$5.33K +$4.92K +92 New
EH
7
Equitable Holdings
New York
-$243K -4,991 Closed
UBS Group
8
UBS Group
Switzerland
-$4K -74 Closed

GENY Hedge Fund Activity: Q4 2020 in Review

7 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q4 2020, worth a combined $1.88M — down 27% from $2.57M a quarter earlier.

Fund positioning in GENY was balanced in Q4 2020: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $325K. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 7 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $1.88M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q4 2020, down 27% quarter-over-quarter.
  • 2 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q4 2020 and 2 closed out, a net change of 0 holders.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $325K added.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q4 2020 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2020.