Principal Exchange-Traded Funds Principal Value ETF
6 hedge funds and large institutions have $23.5M invested in Principal Exchange-Traded Funds Principal Value ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
47% more capital invested
Capital invested by funds: $16M → $23.5M (+$7.56M)
23.63% more ownership
Funds ownership: 42.74% → 66.37% (+24%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$835K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$115K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$986 |
PY Hedge Fund Activity: Q3 2023 in Review
6 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q3 2023, worth a combined $23.5M — up 47% from $16M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PY and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $8.81M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.23M sold.
- 6 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q3 2023, down from 7 in Q2 2023.
- Funds reported $23.5M of Principal Exchange-Traded Funds Principal Value ETF stock for Q3 2023, up 47% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $8.81M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q3 2023 was Susquehanna International Group, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2023.