Principal Exchange-Traded Funds Principal Value ETF
7 hedge funds and large institutions have $3.94M invested in Principal Exchange-Traded Funds Principal Value ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
16.8% less ownership
Funds ownership: 21.6% → 4.79% (-17%)
62% less capital invested
Capital invested by funds: $10.5M → $3.94M (-$6.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.03M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$786K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$83K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$9.79K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$43 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $2.42M | +$1.03M | +23,615 | +77% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $804K | +$786K | +18,073 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $427K | +$83K | +1,909 | +25% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $262K | – | – | – |
|
|
NFG
5
Next Financial Group
Houston,
Texas
| $25K | – | – | – |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $10K | +$9.79K | +225 | New |
|
|
7
Wells Fargo
San Francisco,
California
| – | +$43 | +1 | New |
|
PY Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q4 2021, worth a combined $3.94M — down 62% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PY positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.03M.
- 7 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $3.94M of Principal Exchange-Traded Funds Principal Value ETF stock for Q4 2021, down 62% quarter-over-quarter.
- 3 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2021 and 0 closed out, a net change of +3 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $1.03M added.
Based on aggregated 13F filings for Q4 2021.