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

33 hedge funds and large institutions have $1.33B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

22% more funds holding

Funds holding: 27 → 33 (+6)

0.13% less ownership

Funds ownership: 90.99% → 90.86% (-0.13%)

0% less capital invested

Capital invested by funds: $1.33B → $1.33B (-$4.41M)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.9M
2
LPL Financial
LPL Financial
California
+$1.54M
3
JWM
Jackson Wealth Management
Florida
+$1.53M
4
Jane Street
Jane Street
New York
+$1.49M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$989K

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$1.16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$790K
3
GS
GTS Securities
New York
-$495K
4
Principal Financial Group
Principal Financial Group
Iowa
-$280K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$241K +$248K +5,632 New
AWS
27
Atria Wealth Solutions
New York
$213K +$794 +18 +0.4%
CFGS
28
Concourse Financial Group Securities
Alabama
$77K – – –
UBS Group
29
UBS Group
Switzerland
$60K -$3.66K -83 -6%
IHWM
30
Iron Horse Wealth Management
Iowa
$8.18K +$8.43K +191 New
AssetMark Inc
31
AssetMark Inc
California
$6.9K +$7.1K +161 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3K -$221 -5 -8%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.28K +$44 +1 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
– -$1.16M -26,493 Closed
GS
35
GTS Securities
New York
– -$495K -11,330 Closed
HI
36
Horizon Investments
North Carolina
– -$23.7K -545 Closed
VAG
37
VisionPoint Advisory Group
Texas
– -$4.98K -114 Closed
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