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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
SAM
26
Smartleaf Asset Management
Massachusetts
$2.91M -$362K -5,421 -10%
BCI
27
Brinker Capital Investments
Pennsylvania
$2.78M -$17.6M -263,096 -86%
JWM
28
Jackson Wealth Management
Florida
$2.74M -$122K -1,819 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.56M -$114K -1,701 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.44M -$3.22M -48,221 -56%
CW
31
CreativeOne Wealth
Kansas
$2.35M -$210K -3,137 -8%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.29M -$1.53M -22,819 -39%
GCA
33
Greenwood Capital Associates
South Carolina
$2.26M +$304K +4,552 +15%
PWM
34
PMG Wealth Management
Illinois
$2.11M -$33.9K -507 -2%
RIS
35
Richmond Investment Services
Wisconsin
$2.05M -$18.1K -270 -0.8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.85M -$176K -2,633 -8%
Citadel Advisors
37
Citadel Advisors
Florida
$1.8M +$458K +6,854 +32%
MP
38
McDonald Partners
Ohio
$1.79M +$1.43M +21,403 +329%
GS
39
GTS Securities
New York
$1.7M +$601K +8,988 +51%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.54M -$435K -6,513 -21%
Stifel Financial
41
Stifel Financial
Missouri
$1.42M -$93.1K -1,393 -6%
UBS Group
42
UBS Group
Switzerland
$1.4M -$23.3K -349 -2%
KAS
43
Kestra Advisory Services
Texas
$1.29M -$11.3K -169 -0.8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.1M +$1.14M +17,050 New
PFS
45
Prospera Financial Services
Texas
$1.09M +$16.7K +250 +1%
CFG
46
Citizens Financial Group
Rhode Island
$1.04M +$31K +464 +3%
CSP
47
Cary Street Partners
Virginia
$805K
Bank of America
48
Bank of America
North Carolina
$788K +$245K +3,668 +43%
Jane Street
49
Jane Street
New York
$787K +$818K +12,239 New
SPIA
50
Steward Partners Investment Advisory
New York
$707K +$15.3K +229 +2%