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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, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$164M -$77.1M -1,558,045 -32%
PS
2
Principal Securities
Iowa
$33.9M -$9.52M -192,046 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$27.9M -$12.4M -249,725 -31%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.94M -$55.5K -1,102 -1%
LPL Financial
5
LPL Financial
California
$2.47M +$929K +18,746 +60%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.69M +$447K +9,030 +36%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.6M +$1.6M +32,300 New
SAM
8
Smartleaf Asset Management
Massachusetts
$1.31M +$240K +4,876 +22%
GS
9
GTS Securities
New York
$953K +$953K +19,240 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$792K +$792K +15,975 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$646K +$43.7K +882 +7%
Jane Street
12
Jane Street
New York
$297K +$297K +6,000 New
NRI
13
NFP Retirement Inc
California
$282K +$16.1K +324 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$211K -$2.18K -44 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$117K +$117K +2,365 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.28K +26 +2%
CIA
17
Cape Investment Advisory
Georgia
$22.3K +$3.67K +74 +20%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$6.24K +$6.24K +126 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1.47K +$101 +2 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$148 -$3.6K -73 -96%
Morgan Stanley
21
Morgan Stanley
New York
$86
UBS Group
22
UBS Group
Switzerland
-$14.8K -302 Closed
Wells Fargo
23
Wells Fargo
California
-$36 -1 Closed
GWP
24
Gen-Wealth Partners
Michigan
-$49 -1 Closed