Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
GENY was delisted on the 13th of October, 2023.
15 hedge funds and large institutions have $13.1M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
6% less funds holding
Funds holding: 16 → 15 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
45% less capital invested
Capital invested by funds: $23.8M → $13.1M (-$10.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.49M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$783K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$82.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$44.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$6.91M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$3.11M |
| 3 |
Jane Street
New York
|
-$2.58M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$396K |
| 5 |
EH
Equitable Holdings
New York
|
-$47K |
GENY Hedge Fund Activity: Q3 2021 in Review
15 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q3 2021, worth a combined $13.1M — down 45% from $23.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GENY and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $2.49M. The largest seller was Systelligence LLC, exiting entirely with an estimated $6.91M sold.
- 15 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q3 2021, down from 16 in Q2 2021.
- Funds reported $13.1M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q3 2021, down 45% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q3 2021 and 5 closed out, a net change of -1 holder.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $2.49M added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q3 2021 was Systelligence LLC, an estimated $6.91M sold.
Based on aggregated 13F filings for Q3 2021.