Principal Exchange-Traded Funds Principal Value ETF
8 hedge funds and large institutions have $5.42M invested in Principal Exchange-Traded Funds Principal Value ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
37% more capital invested
Capital invested by funds: $3.94M → $5.42M (+$1.48M)
14% more funds holding
Funds holding: 7 → 8 (+1)
2.4% less ownership
Funds ownership: 4.79% → 2.4% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.1M |
| 2 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$342K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$37.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$19.7K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $3.53M | +$1.1M | +25,286 | +47% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $840K | +$37.8K | +871 | +5% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $408K | -$17.8K | -410 | -4% |
|
|
CWM
4
Capital Wealth Management
W. Warwick,
Rhode Island
| $349K | +$342K | +7,873 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $262K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $20K | +$19.7K | +454 | New |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $11K | +$1.09K | +25 | +11% |
|
PY Hedge Fund Activity: Q1 2022 in Review
8 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q1 2022, worth a combined $5.42M — up 37% from $3.94M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PY positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.1M. The largest seller was Osaic Holdings, cutting an estimated $17.8K.
- 8 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $5.42M of Principal Exchange-Traded Funds Principal Value ETF stock for Q1 2022, up 37% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.1M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q1 2022 was Osaic Holdings, an estimated $17.8K sold.
Based on aggregated 13F filings for Q1 2022.