GENY

Principal Exchange-Traded Funds Principal Millennial Global Growth ETF

Delisted

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

22 hedge funds and large institutions have $13.3M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.74M +$2.43M +63,396 +33%
Jane Street
2
Jane Street
New York
$1.58M +$993K +25,850 +169%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$480K +$480K +12,505 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$426K -$38K -989 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$381K -$46.2K -1,205 -11%
LPL Financial
6
LPL Financial
California
$234K -$61.1K -1,591 -21%
Osaic Holdings
7
Osaic Holdings
Arizona
$102K -$16.6K -428 -14%
BAM
8
Belpointe Asset Management
Nevada
$76.7K +$76.7K +1,998 New
GRP
9
Global Retirement Partners
California
$68.8K
HWMA
10
Heritage Wealth Management (Arizona)
Arizona
$34.6K +$17.3K +450 +100%
CIAS
11
Capital Investment Advisory Services
North Carolina
$30.9K -$115 -3 -0.4%
CAS
12
Coppell Advisory Solutions
Texas
$20.9K +$20.9K +543 New
CASC
13
Coppell Advisory Solutions Corp
Texas
$20.9K +$20.9K +543 New
IA
14
IFP Advisors
Florida
$13K +$191 +5 +1%
Morgan Stanley
15
Morgan Stanley
New York
$12.5K
TRCT
16
Tower Research Capital (TRC)
New York
$10K -$5.57K -138 -36%
PA
17
PSI Advisors
Florida
$9.7K +$38 +1 +0.4%
UBS Group
18
UBS Group
Switzerland
$9.52K -$1.84K -48 -16%
Bank of America
19
Bank of America
North Carolina
$8.83K -$127K -3,303 -93%
IWP
20
IAG Wealth Partners
Wisconsin
$7.41K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$4K
Wells Fargo
22
Wells Fargo
California
$38 +$38 +1 New
Citadel Advisors
23
Citadel Advisors
Florida
-$252K -7,424 Closed