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Principal Exchange-Traded Funds Principal Value ETF
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Overview Fund Activity

18 hedge funds and large institutions have $332M invested in Principal Exchange-Traded Funds Principal Value ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$239M
2
CIAS
2
Capital Investment Advisory Services
North Carolina
$1.23M
3
LPL Financial
3
LPL Financial
California
$1.52M
4
SAM
4
Smartleaf Asset Management
Massachusetts
$1.06M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$596K

Top Sellers

1
GS
1
GTS Securities
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.86M
5
GIA
5
GHP Investment Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$239M 4,875,592 +4,546,106 +1,380%
PS
2
Principal Securities
Iowa
$43.4M 876,755 +225 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$39.8M 811,979 -13,233 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.86M 99,091 -3,967 -4%
LPL Financial
5
LPL Financial
California
$1.52M 31,051 +7,838 +34%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.23M 25,076 +19,036 +315%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.06M 21,764 +7,797 +56%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$596K 12,144 +745 +7%
NRI
9
NFP Retirement Inc
California
$263K 5,360 +214 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$211K 4,304 +44 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$69K 1,416 – –
CIA
12
Cape Investment Advisory
Georgia
$18.5K 377 +324 +611%
UBS Group
13
UBS Group
Switzerland
$14.8K 302 +302 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.73K 76 +73 +2,433%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.39K 27 +27 New
Morgan Stanley
16
Morgan Stanley
New York
$59 1 – –
GWP
17
Gen-Wealth Partners
Michigan
$49 1 +1 New
Wells Fargo
18
Wells Fargo
California
$36 1 – –
GS
19
GTS Securities
New York
– – -28,395 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -5,855 Closed
GIA
21
GHP Investment Advisors
Colorado
– – -114 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– – -5 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –