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

Overview Fund Activity

41 hedge funds and large institutions have $2.55B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
3
Increased
20
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$235M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$228M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$1.91B
4
SWM
4
Segment Wealth Management
Texas
$14.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.3M

Top Sellers

1
LC
1
Legacy CG
Texas
$13.9M
2
LPL Financial
2
LPL Financial
California
$21.1M
3
GS
3
GTS Securities
New York
$1.22M
4
JWM
4
Jackson Wealth Management
Florida
$2.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$711K – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$698K +$174K +3,206 +33%
Osaic Holdings
28
Osaic Holdings
Arizona
$681K -$173K -3,192 -20%
LWM
29
Laidlaw Wealth Management
New York
$528K +$43.9K +809 +9%
KDA
30
Kraft Davis & Associates
Missouri
$495K – – –
SAM
31
Smartleaf Asset Management
Massachusetts
$417K +$25.9K +477 +7%
WAOI
32
Wealth Advisors of Iowa
Iowa
$331K +$331K +6,107 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$323K -$11.3K -208 -3%
William Blair & Company
34
William Blair & Company
Illinois
$201K +$201K +3,697 New
UBS Group
35
UBS Group
Switzerland
$160K +$84.1K +1,550 +111%
Comerica Bank
36
Comerica Bank
Texas
$105K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$85.8K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$54.5K +$1.85K +34 +4%
Bank of America
39
Bank of America
North Carolina
$31.6K – – –
IHWM
40
Iron Horse Wealth Management
Iowa
$10.4K – – –
PB
41
Pinnacle Bancorp
Nebraska
$9.11K – – –
Jane Street
42
Jane Street
New York
– -$1.52M -29,635 Closed
AWS
43
Atria Wealth Solutions
New York
– -$260K -5,055 Closed
PCM
44
Penserra Capital Management
California
– -$7K -149 Closed
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