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Principal Exchange-Traded Funds Principal Value ETF
PY

7 hedge funds and large institutions have $16M invested in Principal Exchange-Traded Funds Principal Value ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

48% more capital invested

Capital invested by funds: $10.8M → $16M (+$5.19M)

9.47% more ownership

Funds ownership: 33.27% → 42.74% (+9.5%)

0% more funds holding

Funds holding: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$908K
3
LPL Financial
LPL Financial
California
+$77.7K
4
UBS Group
UBS Group
Switzerland
+$5.78K

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$511K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$253K
3
Osaic Holdings
Osaic Holdings
Arizona
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12M +$3.26M +81,097 +39%
GS
2
GTS Securities
New York
$1.5M +$1.45M +36,194 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.23M +$908K +22,610 +318%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$551K -$253K -6,297 -32%
LPL Financial
5
LPL Financial
California
$545K +$77.7K +1,936 +17%
UBS Group
6
UBS Group
Switzerland
$108K +$5.78K +144 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.6K -$184K -4,581 -94%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
– -$511K -12,620 Closed

PY Hedge Fund Activity: Q2 2023 in Review

7 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q2 2023, worth a combined $16M — up 48% from $10.8M a quarter earlier.

Fund positioning in PY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.26M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $511K sold.

  • 7 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $16M of Principal Exchange-Traded Funds Principal Value ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $3.26M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q2 2023 was Cetera Investment Advisers, an estimated $511K sold.

Based on aggregated 13F filings for Q2 2023.