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Principal Exchange-Traded Funds Principal Value ETF
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Overview Fund Activity

14 hedge funds and large institutions have $107M invested in Principal Exchange-Traded Funds Principal Value ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$42.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$15.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.3M
4
SAM
4
Smartleaf Asset Management
Massachusetts
$426K
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$118K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.38M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$407K
3
GS
3
GTS Securities
New York
$1.09M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$213K
5
SIS
5
Sound Income Strategies
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
1
Principal Securities
Iowa
$42.4M 846,030 +21,608 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.3M 805,126 +20,470 +3%
Principal Financial Group
3
Principal Financial Group
Iowa
$15.5M 308,684 +21,166 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.38M 107,339 -7,603 -7%
GS
5
GTS Securities
New York
$1.09M 21,691 -6,580 -23%
LPL Financial
6
LPL Financial
California
$964K 19,240 +863 +5%
SAM
7
Smartleaf Asset Management
Massachusetts
$426K 8,528 +3,379 +66%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$407K 8,123 -7,226 -47%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$252K 5,021 -3 -0.1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$213K 4,260 -245 -5%
CIAS
11
Capital Investment Advisory Services
North Carolina
$118K 2,358 +2,340 +13,000%
Bank of America
12
Bank of America
North Carolina
$18.1K 361 +361 New
Osaic Holdings
13
Osaic Holdings
Arizona
$10.9K 217 – –
Morgan Stanley
14
Morgan Stanley
New York
$61 1 +1 New
SIS
15
Sound Income Strategies
Florida
– – -100 Closed
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
– – -84 Closed
UBS Group
17
UBS Group
Switzerland
– – -73 Closed
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
– – -15 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –