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Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Overview Fund Activity

75 hedge funds and large institutions have $3.27B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
12
Increased
38
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$2.33B
2
LPL Financial
2
LPL Financial
California
$78.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$7.28M
4
SL
4
Systelligence LLC
Minnesota
$4.23M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$16.8M

Top Sellers

1
PS
1
Principal Securities
Iowa
$251M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
MIM
3
Marshall Investment Management
Colorado
$0
4
JWM
4
Jackson Wealth Management
Florida
$2.64M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$836K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$2.33B 37,292,203 +7,210,333 +24%
PS
2
Principal Securities
Iowa
$251M 4,006,418 -361,749 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$239M 3,814,251 -253,324 -6%
LPL Financial
4
LPL Financial
California
$78.6M 1,256,291 +464,654 +59%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.6M 920,520 -4,588 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$49.4M 789,865 -2,226 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$39.8M 636,868 +57,823 +10%
Wells Fargo
8
Wells Fargo
California
$37.7M 602,093 +23,020 +4%
NA
9
NewEdge Advisors
Louisiana
$19.7M 315,466 +44,148 +16%
LC
10
Legacy CG
Texas
$19.3M 308,748 +1,946 +0.6%
BCI
11
Brinker Capital Investments
Pennsylvania
$16.8M 268,592 +60,344 +29%
SWM
12
Segment Wealth Management
Texas
$16.1M 257,232 +926 +0.4%
SFS
13
Symphony Financial Services
Ohio
$13.2M 211,761 +14,831 +8%
GSWM
14
Golden State Wealth Management
California
$12.2M 195,564 +3,965 +2%
EWA
15
EP Wealth Advisors
California
$8.33M 133,231 +2,662 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$7.28M 116,400 +97,000 +500%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.67M 74,709 +1,427 +2%
SL
18
Systelligence LLC
Minnesota
$4.23M 67,603 +67,603 New
WAOI
19
Wealth Advisors of Iowa
Iowa
$3.95M 63,077 +29,098 +86%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.79M 60,503 -185 -0.3%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.68M 58,783 +22,152 +60%
GS
22
GTS Securities
New York
$3.53M 56,475 +38,941 +222%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.52M 56,211 +56,211 New
UBS Group
24
UBS Group
Switzerland
$3.45M 55,109 +31,825 +137%
AAS
25
Avantax Advisory Services
Texas
$2.91M 46,471 +18,302 +65%
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