Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
GENY was delisted on the 13th of October, 2023.
16 hedge funds and large institutions have $18.9M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
15% more capital invested
Capital invested by funds: $16.3M → $18.9M (+$2.52M)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
11% less funds holding
Funds holding: 18 → 16 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.95M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$179K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$22.6K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$13.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$989K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$127K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$92.4K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$87.1K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$38.8K |
GENY Hedge Fund Activity: Q2 2023 in Review
16 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q2 2023, worth a combined $18.9M — up 15% from $16.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GENY and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.95M. The largest seller was Jane Street, exiting entirely with an estimated $989K sold.
- 16 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q2 2023, down from 18 in Q1 2023.
- Funds reported $18.9M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $2.95M added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q2 2023 was Jane Street, an estimated $989K sold.
Based on aggregated 13F filings for Q2 2023.