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

Overview Fund Activity

41 hedge funds and large institutions have $2.36B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
17
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$194M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$189M
3
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.2M
5
GS
5
GTS Securities
New York
$3.36M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.8B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$11.1M
5
OCM
5
One Capital Management
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$673K 13,100 – –
CW
27
CreativeOne Wealth
Kansas
$522K 10,166 +10,166 New
MML Investors Services
28
MML Investors Services
Massachusetts
$496K 9,663 -189 -2%
KDA
29
Kraft Davis & Associates
Missouri
$472K 9,241 – –
LWM
30
Laidlaw Wealth Management
New York
$458K 8,924 +1,593 +22%
SAM
31
Smartleaf Asset Management
Massachusetts
$370K 7,203 +5,804 +415%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$316K 6,158 -212 -3%
AWS
33
Atria Wealth Solutions
New York
$260K 5,055 +20 +0.4%
Comerica Bank
34
Comerica Bank
Texas
$99.1K 1,929 – –
CFGS
35
Concourse Financial Group Securities
Alabama
$81.3K 1,582 – –
UBS Group
36
UBS Group
Switzerland
$71.9K 1,400 – –
CIAS
37
Capital Investment Advisory Services
North Carolina
$49.8K 970 +970 New
Bank of America
38
Bank of America
North Carolina
$29.9K 582 -328 -36%
IHWM
39
Iron Horse Wealth Management
Iowa
$9.81K 191 – –
PB
40
Pinnacle Bancorp
Nebraska
$8.63K 168 +168 New
PCM
41
Penserra Capital Management
California
$7K 149 +149 New
Goldman Sachs
42
Goldman Sachs
New York
– – -36,695 Closed
1
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