Principal Exchange-Traded Funds Principal Value ETF
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.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $96M → $107M (+$11M)
2.42% less ownership
Funds ownership: 142.09% → 139.67% (-2.4%)
13% less funds holding
Funds holding: 16 → 14 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.03M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.01M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$976K |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$161K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$363K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
| 3 |
GS
GTS Securities
New York
|
-$314K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$11.7K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$4.6K |
PY Hedge Fund Activity: Q3 2024 in Review
14 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q3 2024, worth a combined $107M — up 11% from $96M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PY and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Principal Securities, adding an estimated $1.03M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $363K.
- 14 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q3 2024, down from 16 in Q2 2024.
- Funds reported $107M of Principal Exchange-Traded Funds Principal Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q3 2024 was Principal Securities, an estimated $1.03M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $363K sold.
Based on aggregated 13F filings for Q3 2024.