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Principal Exchange-Traded Funds Principal Value ETF

19 hedge funds and large institutions have $111M invested in Principal Exchange-Traded Funds Principal Value ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
1
Principal Securities
Iowa
$43.4M 876,530 +30,500 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.9M 825,212 +20,086 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$16.3M 329,486 +20,802 +7%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.1M 103,058 -4,281 -4%
GS
5
GTS Securities
New York
$1.41M 28,395 +6,704 +31%
LPL Financial
6
LPL Financial
California
$1.15M 23,213 +3,973 +21%
SAM
7
Smartleaf Asset Management
Massachusetts
$691K 13,967 +5,439 +64%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$564K 11,399 +6,378 +127%
CIAS
9
Capital Investment Advisory Services
North Carolina
$299K 6,040 +3,682 +156%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$290K 5,855 -2,268 -28%
NRI
11
NFP Retirement Inc
California
$255K 5,146 +5,146 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$211K 4,260
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$70K 1,416 +1,416 New
GIA
14
GHP Investment Advisors
Colorado
$5.65K 114 +114 New
CIA
15
Cape Investment Advisory
Georgia
$2.62K 53 +53 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$249 5 +5 New
Osaic Holdings
17
Osaic Holdings
Arizona
$148 3 -214 -99%
Morgan Stanley
18
Morgan Stanley
New York
$58 1
Wells Fargo
19
Wells Fargo
California
$36 1 +1 New
Bank of America
20
Bank of America
North Carolina
-361 Closed
CFGS
21
Concourse Financial Group Securities
Alabama