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Principal Exchange-Traded Funds Principal Value ETF
PY

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.81M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.1M
3
LPL Financial
LPL Financial
California
+$111K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
2
GS
GTS Securities
New York
-$835K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$115K
4
UBS Group
UBS Group
Switzerland
-$108K
5
Osaic Holdings
Osaic Holdings
Arizona
-$986
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.4M +$2.1M +51,041 +18%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.44M +$8.81M +214,430 New
GS
3
GTS Securities
New York
$625K -$835K -20,333 -56%
LPL Financial
4
LPL Financial
California
$623K +$111K +2,691 +20%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$413K -$115K -2,799 -21%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.1K -$986 -24 -9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
– -$1.23M -29,710 Closed
UBS Group
8
UBS Group
Switzerland
– -$108K -2,605 Closed

PY Hedge Fund Activity: Q3 2023 in Review

6 of the 6,302 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.