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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

1,761% more capital inflows, than outflows

Capital inflows: $5.3M | Capital outflows: $285K

39.13% more ownership

Funds ownership: 3.69% → 42.83% (+39%)

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

PY Hedge Fund Activity: Q4 2022 in Review

9 of the 6,243 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 $8.08M 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.