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Principal Exchange-Traded Funds Principal Value ETF

5 hedge funds and large institutions have $9.25M invested in Principal Exchange-Traded Funds Principal Value ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

150% more funds holding

Funds holding: 25 (+3)

13% more capital invested

Capital invested by funds: $8.15M → $9.25M (+$1.1M)

15.77% less ownership

Funds ownership: 36.56%20.79% (-16%)

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$8.49M +$381K +9,002 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$292K +$292K +6,883 New
FTUS
3
Flow Traders U.S.
New York
$250K +$250K +5,900 New
Osaic Holdings
4
Osaic Holdings
Arizona
$197K +$197K +4,651 New
NFG
5
Next Financial Group
Texas
$24K +$23.6K +557 New
HF
6
HRT Financial
New York
-$394K -9,741 Closed

PY Hedge Fund Activity: Q2 2021 in Review

5 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q2 2021, worth a combined $9.25M — up 13% from $8.15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PY positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $381K. The largest seller was HRT Financial, exiting entirely with an estimated $394K sold.

  • 5 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q2 2021, up from 2 in Q1 2021.
  • Funds reported $9.25M of Principal Exchange-Traded Funds Principal Value ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 4 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q2 2021 was Cardan Capital Partners, an estimated $381K added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q2 2021 was HRT Financial, an estimated $394K sold.

Based on aggregated 13F filings for Q2 2021.