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.
Holders
12
Holders Change
+6
Holders Change %
+100%
% of All Funds
0.18%
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
Top Sellers
| 1 |
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.76M |
| 2 |
2
LPL Financial
San Diego,
California
|
$592K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$1.51K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $26.5M | 611,342 | +611,342 | New |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $25.8M | 593,834 | +253,364 | +74% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $10.3M | 238,351 | +238,351 | New |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.76M | 155,871 | -58,559 | -27% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $888K | 20,479 | +20,479 | New |
|
|
GS
6
GTS Securities
New York
| $775K | 17,869 | +2,008 | +13% |
|
|
7
LPL Financial
San Diego,
California
| $592K | 13,659 | -2,164 | -14% |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $555K | 12,788 | +2,312 | +22% |
|
|
SAM
9
Smartleaf Asset Management
Boston,
Massachusetts
| $14.8K | 341 | +341 | New |
|
10
UBS Group
Zurich,
Switzerland
| $10.8K | 249 | +249 | New |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $1.51K | 34 | -221 | -87% |
|
12
Morgan Stanley
New York
| $736 | 16 | +16 | New |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|