Principal Exchange-Traded Funds Principal Value ETF
9 hedge funds and large institutions have $8.07M invested in Principal Exchange-Traded Funds Principal Value ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
3.35% more ownership
Funds ownership: 5.62% → 8.97% (+3.4%)
31% less funds holding
Funds holding: 13 → 9 (-4)
38% less capital invested
Capital invested by funds: $13M → $8.07M (-$4.9M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$896K |
| 2 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$394K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15.9K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.16M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.55M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$504K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$93.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.62M | +$896K | +22,413 | +22% |
|
|
CWM
2
Capital Wealth Management
W. Warwick,
Rhode Island
| $1.26M | +$394K | +9,847 | +40% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $725K | +$13K | +325 | +2% |
|
4
Goldman Sachs
New York
| $634K | – | – | – |
|
|
FTUS
5
Flow Traders U.S.
New York
| $298K | – | – | – |
|
|
6
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $275K | +$15.9K | +397 | +6% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $250K | -$93.4K | -2,337 | -26% |
|
8
UBS Group
Zurich,
Switzerland
| $10K | -$19.1K | -478 | -63% |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.16M | -55,578 | Closed |
|
|
RJFSA
10
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.55M | -39,898 | Closed |
|
|
KWM
11
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$1.41M | -36,306 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$504K | -12,983 | Closed |
|
PY Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q3 2022, worth a combined $8.07M — down 38% from $13M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PY and 0 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 4 added.
The largest buyer was Envestnet Asset Management, adding an estimated $896K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.16M sold.
- 9 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q3 2022, down from 13 in Q2 2022.
- Funds reported $8.07M of Principal Exchange-Traded Funds Principal Value ETF stock for Q3 2022, down 38% quarter-over-quarter.
- 0 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q3 2022 and 4 closed out, a net change of -4 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $896K added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q3 2022 was Susquehanna International Group, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2022.