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Principal Exchange-Traded Funds Principal Value ETF
PY

7 hedge funds and large institutions have $10.8M invested in Principal Exchange-Traded Funds Principal Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.8% more ownership

Funds ownership: 24.47% → 33.27% (+8.8%)

22% less funds holding

Funds holding: 9 → 7 (-2)

23% less capital invested

Capital invested by funds: $14M → $10.8M (-$3.24M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.94M
2
LPL Financial
LPL Financial
California
+$459K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$211K
4
UBS Group
UBS Group
Switzerland
+$101K

Top Sellers

Rank Fund Capital Flow
1
CWM
Capital Wealth Management
Rhode Island
-$1.96M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$898K
4
Goldman Sachs
Goldman Sachs
New York
-$706K
5
Osaic Holdings
Osaic Holdings
Arizona
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.43M +$1.94M +47,401 +29%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$792K -$23.6K -575 -3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$511K +$211K +5,136 +69%
LPL Financial
4
LPL Financial
California
$453K +$459K +11,196 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$287K -$1.5M -36,586 -84%
Osaic Holdings
6
Osaic Holdings
Arizona
$197K -$416K -10,143 -68%
UBS Group
7
UBS Group
Switzerland
$99.6K +$101K +2,461 New
CWM
8
Capital Wealth Management
Rhode Island
– -$1.96M -48,045 Closed
Citadel Advisors
9
Citadel Advisors
Florida
– -$898K -21,946 Closed
Goldman Sachs
10
Goldman Sachs
New York
– -$706K -17,271 Closed
FTUS
11
Flow Traders U.S.
New York
– -$331K -8,103 Closed

PY Hedge Fund Activity: Q1 2023 in Review

7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q1 2023, worth a combined $10.8M — down 23% from $14M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PY and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.94M. The largest seller was Capital Wealth Management, exiting entirely with an estimated $1.96M sold.

  • 7 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q1 2023, down from 9 in Q4 2022.
  • Funds reported $10.8M of Principal Exchange-Traded Funds Principal Value ETF stock for Q1 2023, down 23% quarter-over-quarter.
  • 2 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q1 2023 and 4 closed out, a net change of -2 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.94M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q1 2023 was Capital Wealth Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2023.