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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
36% more funds holding
Funds holding: 14 → 19 (+5)
2.15% more ownership
Funds ownership: 47.17% → 49.32% (+2.1%)
3% more capital invested
Capital invested by funds: $107M → $111M (+$3.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.54M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.05M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.02M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$339K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$217K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$115K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$18.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.8K |
PY Hedge Fund Activity: Q4 2024 in Review
19 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q4 2024, worth a combined $111M — up 3.3% from $107M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PY positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Principal Securities, adding an estimated $1.54M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $217K.
- 19 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $111M of Principal Exchange-Traded Funds Principal Value ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
- 6 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q4 2024 was Principal Securities, an estimated $1.54M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $217K sold.
Based on aggregated 13F filings for Q4 2024.