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Principal Exchange-Traded Funds Principal Value ETF
PY

9 hedge funds and large institutions have $14M invested in Principal Exchange-Traded Funds Principal Value ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $8.07M → $14M (+$5.94M)

15.5% more ownership

Funds ownership: 8.97% → 24.47% (+15%)

0% more funds holding

Funds holding: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.43M
3
Citadel Advisors
Citadel Advisors
Florida
+$892K
4
CWM
Capital Wealth Management
Rhode Island
+$557K
5
Osaic Holdings
Osaic Holdings
Arizona
+$333K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$275K
2
UBS Group
UBS Group
Switzerland
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.58M +$1.43M +35,090 +28%
CWM
2
Capital Wealth Management
Rhode Island
$1.96M +$557K +13,716 +40%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.79M +$1.77M +43,686 New
Citadel Advisors
4
Citadel Advisors
Florida
$898K +$892K +21,946 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$824K +$17.1K +420 +2%
Goldman Sachs
6
Goldman Sachs
New York
$706K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$613K +$333K +8,196 +120%
FTUS
8
Flow Traders U.S.
New York
$331K – – –
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$306K +$304K +7,484 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
– -$275K -7,477 Closed
UBS Group
11
UBS Group
Switzerland
– -$10K -283 Closed

PY Hedge Fund Activity: Q4 2022 in Review

9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q4 2022, worth a combined $14M — up 74% from $8.07M a quarter earlier.

Fund positioning in PY was balanced in Q4 2022: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.77M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $275K sold.

  • 9 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $14M of Principal Exchange-Traded Funds Principal Value ETF stock for Q4 2022, up 74% quarter-over-quarter.
  • 3 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2022 and 3 closed out, a net change of 0 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.77M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $275K sold.

Based on aggregated 13F filings for Q4 2022.