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

26 hedge funds and large institutions have $1.05B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 23 → 26 (+3)

12% more capital invested

Capital invested by funds: $940M → $1.05B (+$111M)

1.57% more ownership

Funds ownership: 88.87% → 90.45% (+1.6%)

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$6.08M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.92M
3
Principal Financial Group
Principal Financial Group
Iowa
+$3.23M
4
JWM
Jackson Wealth Management
Florida
+$1.91M
5
LPL Financial
LPL Financial
California
+$298K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.16M
2
Morgan Stanley
Morgan Stanley
New York
-$906K
3
Citadel Advisors
Citadel Advisors
Florida
-$904K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$562K
5
NA
NewEdge Advisors
Louisiana
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.26K – – –
Citadel Advisors
27
Citadel Advisors
Florida
– -$904K -25,061 Closed
1
2