Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
53% more capital invested
Capital invested by funds: $8.7M → $13.3M (+$4.57M)
16% more funds holding
Funds holding: 19 → 22 (+3)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.32M |
| 2 |
Jane Street
New York
|
+$944K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$457K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$73K |
| 5 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$16.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$252K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$121K |
| 3 |
LPL Financial
San Diego,
California
|
-$58.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$36.1K |
GENY Hedge Fund Activity: Q4 2022 in Review
22 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q4 2022, worth a combined $13.3M — up 53% from $8.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GENY positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $252K sold.
- 22 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $13.3M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q4 2022, up 53% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $2.32M added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q4 2022 was Citadel Advisors, an estimated $252K sold.
Based on aggregated 13F filings for Q4 2022.