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PVAL

Principal Contrarian Value Index ETF
PVAL

Delisted

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

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1 hedge funds and large institutions have $1.61M invested in Principal Contrarian Value Index ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% less capital invested

Capital invested by funds: $2.56M → $1.61M (-$956K)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$408K

Top Sellers

Rank Fund Capital Flow
1
WIP
WealthCare Investment Partners
Rhode Island
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$1.61M +$408K +14,702 +34%
WIP
2
WealthCare Investment Partners
Rhode Island
– -$1.4M -51,651 Closed

PVAL Hedge Fund Activity: Q1 2023 in Review

1 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Principal Contrarian Value Index ETF (PVAL) for Q1 2023, worth a combined $1.61M — down 37% from $2.56M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PVAL and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Amplius Wealth Advisors, adding an estimated $408K. The largest seller was WealthCare Investment Partners, exiting entirely with an estimated $1.4M sold.

  • 1 institutional investor held Principal Contrarian Value Index ETF (PVAL) as of Q1 2023, down from 2 in Q4 2022.
  • Funds reported $1.61M of Principal Contrarian Value Index ETF stock for Q1 2023, down 37% quarter-over-quarter.
  • 0 funds opened new Principal Contrarian Value Index ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest Principal Contrarian Value Index ETF buyer in Q1 2023 was Amplius Wealth Advisors, an estimated $408K added.
  • The largest Principal Contrarian Value Index ETF seller in Q1 2023 was WealthCare Investment Partners, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2023.