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GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF

Delisted

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

19 hedge funds and large institutions have $8.95M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $7.89M → $8.95M (+$1.06M)

6% more funds holding

Funds holding: 1819 (+1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
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
$5.82M +$2.24M +52,166 +55%
Citadel Advisors
2
Citadel Advisors
Florida
$1.04M +$1.14M +26,428 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$667K -$74.5K -1,731 -9%
LPL Financial
4
LPL Financial
California
$377K -$275K -6,393 -40%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$362K +$396K +9,214 New
Jane Street
6
Jane Street
New York
$210K +$230K +5,342 New
Osaic Holdings
7
Osaic Holdings
Arizona
$120K +$30.4K +706 +30%
Bank of America
8
Bank of America
North Carolina
$87K +$1.25K +29 +1%
GRP
9
Global Retirement Partners
California
$77K +$1.21K +28 +1%
DC
10
Darrow Company
Massachusetts
$51K +$56.8K +1,320 New
APA
11
American Portfolios Advisors
New York
$33.2K +$129 +3 +0.4%
CIAS
12
Capital Investment Advisory Services
North Carolina
$32K
TRCT
13
Tower Research Capital (TRC)
New York
$18K -$24.6K -571 -55%
Morgan Stanley
14
Morgan Stanley
New York
$13K
IA
15
IFP Advisors
Florida
$12K
UBS Group
16
UBS Group
Switzerland
$10K -$7.61K -177 -41%
PA
17
PSI Advisors
Florida
$10K +$43 +1 +0.4%
IWP
18
IAG Wealth Partners
Wisconsin
$8K
BFEC
19
Benjamin F. Edwards & Company
Missouri
$4K +$4.3K +100 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$511K -10,535 Closed
EH
21
Equitable Holdings
New York
-$416K -8,504 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$50K -1,029 Closed
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
-$27.9K -570 Closed

GENY Hedge Fund Activity: Q2 2022 in Review

19 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q2 2022, worth a combined $8.95M — up 13% from $7.89M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GENY positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $511K sold.

  • 19 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q2 2022, up from 18 in Q1 2022.
  • Funds reported $8.95M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q2 2022, up 13% quarter-over-quarter.
  • 5 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $2.24M added.
  • The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q2 2022 was Susquehanna International Group, an estimated $511K sold.

Based on aggregated 13F filings for Q2 2022.