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Principal Exchange-Traded Funds Principal Value ETF

18 hedge funds and large institutions have $175M invested in Principal Exchange-Traded Funds Principal Value ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.15% more ownership

Funds ownership: 109.54%120.69% (+11%)

14% less funds holding

Funds holding: 2118 (-3)

27% less capital invested

Capital invested by funds: $241M → $175M (-$66.1M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
9
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
$72.2M -$99.2M -1,941,861 -59%
PS
2
Principal Securities
Iowa
$49M +$12.7M +248,627 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.5M +$11.7M +229,159 +41%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$5.11M -$2.3K -45 -0%
CIAS
5
Capital Investment Advisory Services
North Carolina
$1.42M -$356K -6,963 -20%
LPL Financial
6
LPL Financial
California
$1.34M -$1.24M -24,205 -49%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.2M -$485K -9,500 -29%
SAM
8
Smartleaf Asset Management
Massachusetts
$1.06M -$323K -6,319 -24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$833K +$146K +2,850 +22%
Citadel Advisors
10
Citadel Advisors
Florida
$803K +$782K +15,297 New
NRI
11
NFP Retirement Inc
California
$341K +$41.6K +814 +14%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$261K -$562K -10,995 -69%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$224K
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$74K -$1.33K -26 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$21.7K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.03K +$409 +8 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$143 -$102 -2 -7%
Morgan Stanley
18
Morgan Stanley
New York
$78
GS
19
GTS Securities
New York
-$953K -19,240 Closed
Jane Street
20
Jane Street
New York
-$297K -6,000 Closed
Raymond James Financial
21
Raymond James Financial
Florida
-$117K -2,365 Closed
CIA
22
Cape Investment Advisory
Georgia
-$22.3K -451 Closed

PY Hedge Fund Activity: Q3 2025 in Review

18 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q3 2025, worth a combined $175M — down 27% from $241M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PY and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Principal Securities, adding an estimated $12.7M. The largest seller was Principal Financial Group, cutting an estimated $99.2M.

  • 18 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q3 2025, down from 21 in Q2 2025.
  • Funds reported $175M of Principal Exchange-Traded Funds Principal Value ETF stock for Q3 2025, down 27% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q3 2025 and 4 closed out, a net change of -3 holders.
  • The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q3 2025 was Principal Securities, an estimated $12.7M added.
  • The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q3 2025 was Principal Financial Group, an estimated $99.2M sold.

Based on aggregated 13F filings for Q3 2025.