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Principal Exchange-Traded Funds Principal Value ETF
PY

12 hedge funds and large institutions have $72.2M invested in Principal Exchange-Traded Funds Principal Value ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more capital invested

Capital invested by funds: $23.5M → $72.2M (+$48.7M)

100% more funds holding

Funds holding: 6 → 12 (+6)

60.72% more ownership

Funds ownership: 66.37% → 127.09% (+61%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
12
Holders Change
+6
Holders Change %
+100%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
2
Principal Financial Group
Principal Financial Group
Iowa
+$9.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$823K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$92.9K
5
GS
GTS Securities
New York
+$80.7K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.35M
2
LPL Financial
LPL Financial
California
-$86.9K
3
Osaic Holdings
Osaic Holdings
Arizona
-$8.88K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1
Principal Securities
Iowa
$26.5M +$24.6M +611,342 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.8M +$10.2M +253,364 +74%
Principal Financial Group
3
Principal Financial Group
Iowa
$10.3M +$9.57M +238,351 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.76M -$2.35M -58,559 -27%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$888K +$823K +20,479 New
GS
6
GTS Securities
New York
$775K +$80.7K +2,008 +13%
LPL Financial
7
LPL Financial
California
$592K -$86.9K -2,164 -14%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$555K +$92.9K +2,312 +22%
SAM
9
Smartleaf Asset Management
Massachusetts
$14.8K +$13.7K +341 New
UBS Group
10
UBS Group
Switzerland
$10.8K +$10K +249 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.5K -$8.88K -221 -87%
Morgan Stanley
12
Morgan Stanley
New York
$736 +$643 +16 New

PY Hedge Fund Activity: Q4 2023 in Review

12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q4 2023, worth a combined $72.2M — up 207% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PY positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $10.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2.35M.

  • 12 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q4 2023, up from 6 in Q3 2023.
  • Funds reported $72.2M of Principal Exchange-Traded Funds Principal Value ETF stock for Q4 2023, up 207% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $10.2M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $2.35M sold.

Based on aggregated 13F filings for Q4 2023.