Principal Exchange-Traded Funds Principal Value ETF
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.
207% more capital invested
Capital invested by funds: $23.5M → $72.2M (+$48.7M)
118.61% more ownership
Funds ownership: 66.37% → 184.98% (+119%)
100% more funds holding
Funds holding: 6 → 12 (+6)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$9.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$823K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$92.9K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$80.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.35M |
| 2 |
LPL Financial
San Diego,
California
|
-$86.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.88K |
PY Hedge Fund Activity: Q4 2023 in Review
12 of the 6,870 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.