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.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
16% more capital invested
Capital invested by funds: $72.2M → $83.5M (+$11.3M)
11.08% more ownership
Funds ownership: 127.09% → 138.17% (+11%)
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 |
PS
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 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.11M |
| 2 |
GS
GTS Securities
New York
|
-$435K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$302K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.66K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
1
Principal Securities
Des Moines,
Iowa
| $31.6M | +$2.76M | +62,321 | +10% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $30.7M | +$2.74M | +61,921 | +10% |
|
|
3
Principal Financial Group
Des Moines,
Iowa
| $12.2M | +$999K | +22,568 | +9% |
|
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.13M | -$1.11M | -25,142 | -16% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.08M | +$111K | +2,517 | +12% |
|
6
LPL Financial
San Diego,
California
| $762K | +$115K | +2,594 | +19% |
|
|
GS
7
GTS Securities
New York
| $376K | -$435K | -9,839 | -55% |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $280K | -$302K | -6,817 | -53% |
|
|
9
Cetera Investment Advisers
Schaumburg,
Illinois
| $205K | +$194K | +4,376 | New |
|
|
SAM
10
Smartleaf Asset Management
Boston,
Massachusetts
| $168K | +$144K | +3,259 | +956% |
|
|
11
UBS Group
Zurich,
Switzerland
| $3.56K | -$7.66K | -173 | -69% |
|
12
Morgan Stanley
New York
| $48 | -$664 | -15 | -94% |
|
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.5K | -34 | Closed |
|
PY Hedge Fund Activity: Q1 2024 in Review
12 of the 6,943 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.