Principal Capital Appreciation Select ETF
LCAP
4 hedge funds and large institutions have $57.6M invested in Principal Capital Appreciation Select ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
77% more capital invested
Capital invested by funds: $32.4M → $57.6M (+$25.1M)
18.78% more ownership
Funds ownership: 143.89% → 162.67% (+19%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$11.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.3M |
| 3 |
Morgan Stanley
New York
|
+$55.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.08K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $23.3M | +$11.1M | +401,445 | +100% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $22.7M | +$10.3M | +372,855 | +91% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $11.6M | – | – | – |
|
|
4
Morgan Stanley
New York
| $58K | +$55.4K | +2,000 | New |
|
|
5
Raymond James Financial
St Petersburg,
Florida
| – | -$7.08K | -264 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$3.46K | -129 | Closed |
|
LCAP Hedge Fund Activity: Q3 2025 in Review
4 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Principal Capital Appreciation Select ETF (LCAP) for Q3 2025, worth a combined $57.6M — up 77% from $32.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LCAP and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Principal Securities, adding an estimated $11.1M. The largest seller was Raymond James Financial, exiting entirely with an estimated $7.08K sold.
- 4 institutional investors held Principal Capital Appreciation Select ETF (LCAP) as of Q3 2025, down from 5 in Q2 2025.
- Funds reported $57.6M of Principal Capital Appreciation Select ETF stock for Q3 2025, up 77% quarter-over-quarter.
- 1 fund opened new Principal Capital Appreciation Select ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Principal Capital Appreciation Select ETF buyer in Q3 2025 was Principal Securities, an estimated $11.1M added.
- The largest Principal Capital Appreciation Select ETF seller in Q3 2025 was Raymond James Financial, an estimated $7.08K sold.
Based on aggregated 13F filings for Q3 2025.