Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
GENY was delisted on the 13th of October, 2023.
18 hedge funds and large institutions have $16.3M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.
23% more capital invested
Capital invested by funds: $13.3M → $16.3M (+$3.08M)
18% less funds holding
Funds holding: 22 → 18 (-4)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.88M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$144K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$7.06K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.41K |
| 5 |
LPL Financial
San Diego,
California
|
+$941 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$774K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$532K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$93.8K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$20.9K |
| 5 |
CASC
Coppell Advisory Solutions Corp
Coppell,
Texas
|
-$20.9K |
GENY Hedge Fund Activity: Q1 2023 in Review
18 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q1 2023, worth a combined $16.3M — up 23% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GENY and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.88M. The largest seller was Jane Street, cutting an estimated $774K.
- 18 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $16.3M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q1 2023, up 23% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.88M added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q1 2023 was Jane Street, an estimated $774K sold.
Based on aggregated 13F filings for Q1 2023.