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Principal Exchange-Traded Funds Principal Value ETF

20 hedge funds and large institutions have $241M invested in Principal Exchange-Traded Funds Principal Value ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$164M 3,317,547 -1,558,045 -32%
PS
2
Principal Securities
Iowa
$33.9M 684,709 -192,046 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.9M 562,254 -249,725 -31%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.94M 97,989 -1,102 -1%
LPL Financial
5
LPL Financial
California
$2.47M 49,797 +18,746 +60%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.69M 34,106 +9,030 +36%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.6M 32,300 +32,300 New
SAM
8
Smartleaf Asset Management
Massachusetts
$1.31M 26,640 +4,876 +22%
GS
9
GTS Securities
New York
$953K 19,240 +19,240 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$646K 13,026 +882 +7%
Jane Street
11
Jane Street
New York
$297K 6,000 +6,000 New
NRI
12
NFP Retirement Inc
California
$282K 5,684 +324 +6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$211K 4,260 -44 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$117K 2,365 +2,365 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$71K 1,442 +26 +2%
CIA
16
Cape Investment Advisory
Georgia
$22.3K 451 +74 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.24K 126 +126 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$1.47K 29 +2 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$148 3 -73 -96%
Morgan Stanley
20
Morgan Stanley
New York
$86 1
UBS Group
21
UBS Group
Switzerland
-302 Closed
GWP
22
Gen-Wealth Partners
Michigan
-1 Closed
Wells Fargo
23
Wells Fargo
California
-1 Closed