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LCAP

Principal Capital Appreciation Select ETF

5 hedge funds and large institutions have $32.4M invested in Principal Capital Appreciation Select ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding

Funds holding: 15 (+4)

230% more capital invested

Capital invested by funds: $9.82M → $32.4M (+$22.6M)

49.07% more ownership

Funds ownership: 94.82%143.89% (+49%)

Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11M +$10.3M +408,275 New
PS
2
Principal Securities
Iowa
$10.8M +$10.1M +401,778 New
Principal Financial Group
3
Principal Financial Group
Iowa
$10.7M
Raymond James Financial
4
Raymond James Financial
Florida
$7.08K +$6.64K +264 New
UBS Group
5
UBS Group
Switzerland
$3.46K +$3.24K +129 New

LCAP Hedge Fund Activity: Q2 2025 in Review

5 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Principal Capital Appreciation Select ETF (LCAP) for Q2 2025, worth a combined $32.4M — up 230% from $9.82M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LCAP positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.3M.

  • 5 institutional investors held Principal Capital Appreciation Select ETF (LCAP) as of Q2 2025, up from 1 in Q1 2025.
  • Funds reported $32.4M of Principal Capital Appreciation Select ETF stock for Q2 2025, up 230% quarter-over-quarter.
  • 4 funds opened new Principal Capital Appreciation Select ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest Principal Capital Appreciation Select ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $10.3M added.

Based on aggregated 13F filings for Q2 2025.