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 $20M invested in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $18.9M → $20M (+$1.1M)
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.88M |
| 2 |
Jane Street
New York
|
+$384K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$100K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.51K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$338 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$648K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$49.9K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.7K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9.93K |
| 5 |
LPL Financial
San Diego,
California
|
-$5.96K |
GENY Hedge Fund Activity: Q3 2023 in Review
16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) for Q3 2023, worth a combined $20M — up 5.8% from $18.9M a quarter earlier.
Fund positioning in GENY was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.88M. The largest seller was GTS Securities, exiting entirely with an estimated $648K sold.
- 16 institutional investors held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $20M of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF stock for Q3 2023, up 5.8% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Millennial Global Growth ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $2.88M added.
- The largest Principal Exchange-Traded Funds Principal Millennial Global Growth ETF seller in Q3 2023 was GTS Securities, an estimated $648K sold.
Based on aggregated 13F filings for Q3 2023.