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GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF

Delisted

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

18 hedge funds and large institutions have $7.89M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

50% less capital invested

Capital invested by funds: $15.7M → $7.89M (-$7.82M)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.67M +$1.97M +38,434 +67%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$913K -$315K -6,138 -25%
LPL Financial
3
LPL Financial
California
$781K -$5.87M -114,390 -88%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$511K -$651K -12,684 -55%
EH
5
Equitable Holdings
New York
$416K -$225K -4,386 -34%
Osaic Holdings
6
Osaic Holdings
Arizona
$136K +$23.2K +452 +24%
Bank of America
7
Bank of America
North Carolina
$106K +$15.6K +304 +16%
GRP
8
Global Retirement Partners
California
$76K +$99.5K +1,940 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$50K +$52.8K +1,029 New
TRCT
10
Tower Research Capital (TRC)
New York
$50K +$53K +1,033 New
APA
11
American Portfolios Advisors
New York
$41K +$1.08K +21 +3%
CIAS
12
Capital Investment Advisory Services
North Carolina
$40K +$1.74K +34 +4%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$27.9K
UBS Group
14
UBS Group
Switzerland
$21K -$7.13K -139 -24%
Morgan Stanley
15
Morgan Stanley
New York
$16K
PA
16
PSI Advisors
Florida
$12K +$51 +1 +0.4%
IA
17
IFP Advisors
Florida
$12K +$17.1K +333 New
IWP
18
IAG Wealth Partners
Wisconsin
$9K
Jane Street
19
Jane Street
New York
-$382K -6,629 Closed
Goldman Sachs
20
Goldman Sachs
New York
-$359K -6,223 Closed
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$203K -3,526 Closed
PA
22
Parallel Advisors
California
-$12K -206 Closed

GENY Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q1 2022, worth a combined $7.89M — down 50% from $15.7M a quarter earlier.

Fund positioning in GENY was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was LPL Financial, cutting an estimated $5.87M.

  • 18 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $7.89M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q1 2022, down 50% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q1 2022 and 4 closed out, a net change of 0 holders.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.97M added.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q1 2022 was LPL Financial, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2022.