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Principal Exchange-Traded Funds Principal Value ETF

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.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

200% more capital invested

Capital invested by funds: $111M → $332M (+$221M)

5% less funds holding

Funds holding: 1918 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

27.42% less ownership

Funds ownership: 137.06%109.65% (-27%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$239M +$227M +4,546,106 +1,380%
PS
2
Principal Securities
Iowa
$43.4M +$11.3K +225 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$39.8M -$662K -13,233 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.86M -$199K -3,967 -4%
LPL Financial
5
LPL Financial
California
$1.52M +$392K +7,838 +34%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.23M +$953K +19,036 +315%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.06M +$390K +7,797 +56%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$596K +$37.3K +745 +7%
NRI
9
NFP Retirement Inc
California
$263K +$10.7K +214 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$211K +$2.2K +44 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$69K
CIA
12
Cape Investment Advisory
Georgia
$18.5K +$16.2K +324 +611%
UBS Group
13
UBS Group
Switzerland
$14.8K +$15.1K +302 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.73K +$3.65K +73 +2,433%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.39K +$1.35K +27 New
Morgan Stanley
16
Morgan Stanley
New York
$59
GWP
17
Gen-Wealth Partners
Michigan
$49 +$50 +1 New
Wells Fargo
18
Wells Fargo
California
$36
GS
19
GTS Securities
New York
-$1.41M -28,395 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$290K -5,855 Closed
GIA
21
GHP Investment Advisors
Colorado
-$5.64K -114 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$249 -5 Closed

PY Hedge Fund Activity: Q1 2025 in Review

18 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q1 2025, worth a combined $332M — up 200% from $111M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PY and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 10 added.

The largest buyer was Principal Financial Group, adding an estimated $227M. The largest seller was GTS Securities, exiting entirely with an estimated $1.41M sold.

  • 18 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q1 2025, down from 19 in Q4 2024.
  • Funds reported $332M of Principal Exchange-Traded Funds Principal Value ETF stock for Q1 2025, up 200% quarter-over-quarter.
  • 3 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q1 2025 was Principal Financial Group, an estimated $227M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q1 2025 was GTS Securities, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2025.