We are live on ! Find out more
PVAL

Principal Contrarian Value Index ETF

Delisted

PVAL was delisted on the 14th of August, 2020.

2 hedge funds and large institutions have $2.56M invested in Principal Contrarian Value Index ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more capital invested

Capital invested by funds: $1.1M → $2.56M (+$1.46M)

100% more funds holding

Funds holding: 12 (+1)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
1
WealthCare Investment Partners
Rhode Island
$1.4M +$151K +5,601 +12%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$1.17M +$1.17M +43,234 New

PVAL Hedge Fund Activity: Q4 2022 in Review

2 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Principal Contrarian Value Index ETF (PVAL) for Q4 2022, worth a combined $2.56M — up 133% from $1.1M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PVAL positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $1.17M.

  • 2 institutional investors held Principal Contrarian Value Index ETF (PVAL) as of Q4 2022, up from 1 in Q3 2022.
  • Funds reported $2.56M of Principal Contrarian Value Index ETF stock for Q4 2022, up 133% quarter-over-quarter.
  • 1 fund opened new Principal Contrarian Value Index ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
  • The largest Principal Contrarian Value Index ETF buyer in Q4 2022 was Amplius Wealth Advisors, an estimated $1.17M added.

Based on aggregated 13F filings for Q4 2022.