Principal Exchange-Traded Funds Principal Value ETF
12 hedge funds and large institutions have $83.5M invested in Principal Exchange-Traded Funds Principal Value ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
280% more capital inflows, than outflows
Capital inflows: $7.06M | Capital outflows: $1.86M
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
13.06% more ownership
Funds ownership: 184.98% → 198.04% (+13%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Securities
Des Moines,
Iowa
|
+$2.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.74M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$999K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$194K |
| 5 |
Smartleaf Asset Management
Boston,
Massachusetts
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.11M |
| 2 |
GTS Securities
Miami,
Florida
|
-$435K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$302K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.66K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5K |
PY Hedge Fund Activity: Q1 2024 in Review
12 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q1 2024, worth a combined $83.5M — up 16% from $72.2M a quarter earlier.
Fund positioning in PY was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Principal Securities, adding an estimated $2.76M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.11M.
- 12 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $83.5M of Principal Exchange-Traded Funds Principal Value ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q1 2024 was Principal Securities, an estimated $2.76M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2024.