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

Overview Fund Activity

27 hedge funds and large institutions have $1.33B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.21B
2
LPL Financial
2
LPL Financial
California
$12.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.2M
4
OCM
4
One Capital Management
California
$1.61M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.16M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$11.8M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$64.7K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3K 64 -1,577 -96%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.26K 29 -3 -9%
SSWM
28
Sheets Smith Wealth Management
North Carolina
– – -30,974 Closed
Goldman Sachs
29
Goldman Sachs
New York
– – -28,152 Closed
KAS
30
Kestra Advisory Services
Texas
– – -7,105 Closed
BF
31
Brooklyn FI
New York
– – -4,554 Closed
Bank of America
32
Bank of America
North Carolina
– – -230 Closed
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
– – -230 Closed
TRCT
34
Tower Research Capital (TRC)
New York
– – -171 Closed
1
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