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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

87 hedge funds and large institutions have $2.97B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.91% more ownership

Funds ownership: 105.14%118.05% (+13%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 8987 (-2)

12% less capital invested

Capital invested by funds: $3.39B → $2.97B (-$419M)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
27
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.94B -$76.8M -1,148,280 -4%
PS
2
Principal Securities
Iowa
$305M +$17.8M +266,347 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$288M +$14.2M +212,879 +5%
LPL Financial
4
LPL Financial
California
$69.2M -$21.9M -328,126 -23%
Wells Fargo
5
Wells Fargo
California
$63.4M +$23.2M +346,390 +54%
Morgan Stanley
6
Morgan Stanley
New York
$43.7M -$1.02M -15,242 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$40.8M -$7.33M -109,651 -15%
NA
8
NewEdge Advisors
Louisiana
$19.3M -$850K -12,713 -4%
OA
9
Oasis Advisors
Iowa
$19.1M +$456M +6,816,579 +2,285%
IWC
10
Integrated Wealth Concepts
Massachusetts
$16.6M +$1.12M +16,738 +7%
SWM
11
Segment Wealth Management
Texas
$16.4M -$94.5K -1,413 -0.6%
SFS
12
Symphony Financial Services
Ohio
$15.6M +$931K +13,925 +6%
GSWM
13
Golden State Wealth Management
California
$13.5M +$116K +1,740 +0.8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.3M -$46.9M -701,726 -79%
EWA
15
EP Wealth Advisors
California
$8.3M -$292K -4,369 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.03M +$642K +9,597 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$7.73M -$1.55M -23,242 -16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.55M +$2.05M +30,690 +35%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.99M +$1.14M +17,099 +27%
LC
20
Legacy CG
Texas
$4M -$15.6M -234,029 -79%
WAOI
21
Wealth Advisors of Iowa
Iowa
$3.97M -$9.59M -143,403 -70%
P
22
&Partners
Tennessee
$3.81M +$135K +2,012 +4%
US Bancorp
23
US Bancorp
Minnesota
$3.45M +$483K +7,226 +16%
CIAS
24
Capital Investment Advisory Services
North Carolina
$3.4M -$14.6K -219 -0.4%
AWM
25
AE Wealth Management
Kansas
$3.1M +$3.22M +48,218 New