Principal Exchange-Traded Funds Principal Value ETF
16 hedge funds and large institutions have $96M invested in Principal Exchange-Traded Funds Principal Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
33% more funds holding
Funds holding: 12 → 16 (+4)
15% more capital invested
Capital invested by funds: $83.5M → $96M (+$12.5M)
3.92% more ownership
Funds ownership: 138.17% → 142.09% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$6.84M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.85M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.21M |
| 4 |
GS
GTS Securities
New York
|
+$918K |
| 5 |
LPL Financial
San Diego,
California
|
+$96.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$716K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$347K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$43K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$136 |
| 5 |
Morgan Stanley
New York
|
-$48 |
PY Hedge Fund Activity: Q2 2024 in Review
16 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q2 2024, worth a combined $96M — up 15% from $83.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PY positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Principal Securities, adding an estimated $6.84M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $716K.
- 16 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $96M of Principal Exchange-Traded Funds Principal Value ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q2 2024 was Principal Securities, an estimated $6.84M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $716K sold.
Based on aggregated 13F filings for Q2 2024.