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Principal Exchange-Traded Funds Principal Value ETF

21 hedge funds and large institutions have $241M invested in Principal Exchange-Traded Funds Principal Value ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

17% more funds holding

Funds holding: 1821 (+3)

0.11% less ownership

Funds ownership: 109.65%109.54% (-0.11%)

27% less capital invested

Capital invested by funds: $332M → $241M (-$90.6M)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$164M -$73.7M -1,558,045 -32%
PS
2
Principal Securities
Iowa
$33.9M -$9.09M -192,046 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.9M -$11.8M -249,725 -31%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.94M -$52.2K -1,102 -1%
LPL Financial
5
LPL Financial
California
$2.47M +$887K +18,746 +60%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.69M +$427K +9,030 +36%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.6M +$1.53M +32,300 New
SAM
8
Smartleaf Asset Management
Massachusetts
$1.31M +$231K +4,876 +22%
GS
9
GTS Securities
New York
$953K +$911K +19,240 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$792K +$756K +15,975 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$646K +$41.7K +882 +7%
Jane Street
12
Jane Street
New York
$297K +$284K +6,000 New
NRI
13
NFP Retirement Inc
California
$282K +$15.3K +324 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$211K -$2.08K -44 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$117K +$112K +2,365 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.23K +26 +2%
CIA
17
Cape Investment Advisory
Georgia
$22.3K +$3.5K +74 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$20.6K +$16.1K +340 +447%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$6.24K +$5.96K +126 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.47K +$95 +2 +7%
Morgan Stanley
21
Morgan Stanley
New York
$86
UBS Group
22
UBS Group
Switzerland
-$14.8K -302 Closed
GWP
23
Gen-Wealth Partners
Michigan
-$49 -1 Closed
Wells Fargo
24
Wells Fargo
California
-$36 -1 Closed

PY Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q2 2025, worth a combined $241M — down 27% from $332M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PY positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.53M. The largest seller was Principal Financial Group, cutting an estimated $73.7M.

  • 21 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $241M of Principal Exchange-Traded Funds Principal Value ETF stock for Q2 2025, down 27% quarter-over-quarter.
  • 6 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q2 2025 was Two Sigma Investments, an estimated $1.53M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q2 2025 was Principal Financial Group, an estimated $73.7M sold.

Based on aggregated 13F filings for Q2 2025.