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GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY

Delisted

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

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18 hedge funds and large institutions have $15.7M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $13.1M → $15.7M (+$2.64M)

20% more funds holding

Funds holding: 15 → 18 (+3)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.61M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.42M
3
Jane Street
Jane Street
New York
+$406K
4
Goldman Sachs
Goldman Sachs
New York
+$381K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$358K

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$877K
2
GRP
Global Retirement Partners
California
-$115K
3
EH
Equitable Holdings
New York
-$50.1K
4
Bank of America
Bank of America
North Carolina
-$18.6K
5
Wells Fargo
Wells Fargo
California
-$61
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$7.52M +$307K +5,016 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.3M +$1.61M +26,343 +85%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.43M +$358K +5,859 +31%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.34M +$1.42M +23,219 New
EH
5
Equitable Holdings
New York
$744K -$50.1K -819 -6%
Jane Street
6
Jane Street
New York
$382K +$406K +6,629 New
Goldman Sachs
7
Goldman Sachs
New York
$359K +$381K +6,223 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$203K +$245 +4 +0.1%
Bank of America
9
Bank of America
North Carolina
$108K -$18.6K -304 -14%
Osaic Holdings
10
Osaic Holdings
Arizona
$108K +$16.3K +266 +16%
APA
11
American Portfolios Advisors
New York
$47.2K +$61 +1 +0.1%
CIAS
12
Capital Investment Advisory Services
North Carolina
$45K +$2.57K +42 +6%
UBS Group
13
UBS Group
Switzerland
$33K +$34.7K +568 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$32.9K – – –
Morgan Stanley
15
Morgan Stanley
New York
$19K +$19.9K +325 New
PA
16
PSI Advisors
Florida
$14K – – –
PA
17
Parallel Advisors
California
$12K +$12.6K +206 New
IWP
18
IAG Wealth Partners
Wisconsin
$11K – – –
JWCA
19
J.W. Cole Advisors
Florida
– -$877K -39,289 Closed
GRP
20
Global Retirement Partners
California
– -$115K -1,892 Closed
Wells Fargo
21
Wells Fargo
California
– -$61 -1 Closed

GENY Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q4 2021, worth a combined $15.7M — up 20% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GENY positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.61M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $877K sold.

  • 18 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q4 2021, up from 15 in Q3 2021.
  • Funds reported $15.7M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.61M added.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $877K sold.

Based on aggregated 13F filings for Q4 2021.