We are live on ! Find out more
PY icon

Principal Exchange-Traded Funds Principal Value ETF
PY

13 hedge funds and large institutions have $13M invested in Principal Exchange-Traded Funds Principal Value ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

139% more capital invested

Capital invested by funds: $5.42M → $13M (+$7.56M)

63% more funds holding

Funds holding: 8 → 13 (+5)

3.22% more ownership

Funds ownership: 2.4% → 5.62% (+3.2%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.34M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.68M
3
KWM
Kingsview Wealth Management
Oregon
+$1.53M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1M
5
Goldman Sachs
Goldman Sachs
New York
+$726K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$11K
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.06K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.01M +$1M +23,842 +30%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.16M +$2.34M +55,578 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.55M +$1.68M +39,898 New
KWM
4
Kingsview Wealth Management
Oregon
$1.41M +$1.53M +36,306 New
CWM
5
Capital Wealth Management
Rhode Island
$949K +$698K +16,609 +211%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$753K +$19.3K +458 +2%
Goldman Sachs
7
Goldman Sachs
New York
$670K +$726K +17,271 New
Citadel Advisors
8
Citadel Advisors
Florida
$504K +$546K +12,983 New
Osaic Holdings
9
Osaic Holdings
Arizona
$355K -$2.06K -49 -0.5%
FTUS
10
Flow Traders U.S.
New York
$314K +$92.6K +2,203 +37%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$275K +$298K +7,080 New
UBS Group
12
UBS Group
Switzerland
$30K +$12.9K +307 +68%
SPIA
13
Steward Partners Investment Advisory
New York
– -$11K -250 Closed

PY Hedge Fund Activity: Q2 2022 in Review

13 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q2 2022, worth a combined $13M — up 139% from $5.42M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PY positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.34M. The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $11K sold.

  • 13 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $13M of Principal Exchange-Traded Funds Principal Value ETF stock for Q2 2022, up 139% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q2 2022 and 1 closed out, a net change of +5 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q2 2022 was Susquehanna International Group, an estimated $2.34M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q2 2022 was Steward Partners Investment Advisory, an estimated $11K sold.

Based on aggregated 13F filings for Q2 2022.