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

51 hedge funds and large institutions have $2.66B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

24% more funds holding

Funds holding: 41 → 51 (+10)

4% more capital invested

Capital invested by funds: $2.55B → $2.66B (+$108M)

0.33% more ownership

Funds ownership: 104.57% → 104.9% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
19
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWP
O'Brien Wealth Partners
Massachusetts
+$26M
2
EWA
EP Wealth Advisors
California
+$7.21M
3
WA
Win Advisors
Florida
+$6.75M
4
PS
Principal Securities
Iowa
+$4.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.01M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$83.9M
2
NA
NewEdge Advisors
Louisiana
-$2.41M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.24M
4
Wells Fargo
Wells Fargo
California
-$1.22M
5
GS
GTS Securities
New York
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$955K +$919K +16,762 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$913K +$66K +1,203 +8%
OCM
28
One Capital Management
California
$907K -$57.2K -1,042 -6%
UBS Group
29
UBS Group
Switzerland
$884K +$689K +12,556 +426%
Osaic Holdings
30
Osaic Holdings
Arizona
$851K +$130K +2,379 +19%
SOS
31
Silver Oak Securities
Tennessee
$783K +$757K +13,810 New
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$747K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$705K -$27.3K -497 -4%
SAM
34
Smartleaf Asset Management
Massachusetts
$632K +$190K +3,473 +45%
CWMS
35
Cannon Wealth Management Services
North Carolina
$594K +$572K +10,429 New
LWM
36
Laidlaw Wealth Management
New York
$575K +$19.8K +361 +4%
KDA
37
Kraft Davis & Associates
Missouri
$525K – – –
Goldman Sachs
38
Goldman Sachs
New York
$509K +$490K +8,928 New
RL
39
Retireful LLC
Michigan
$468K +$450K +8,211 New
GS
40
GTS Securities
New York
$384K -$861K -15,704 -70%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$336K -$3.18K -58 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$294K +$283K +5,164 New
Stifel Financial
43
Stifel Financial
Missouri
$237K +$228K +4,150 New
William Blair & Company
44
William Blair & Company
Illinois
$211K – – –
Bank of America
45
Bank of America
North Carolina
$206K +$166K +3,024 +520%
CIAS
46
Capital Investment Advisory Services
North Carolina
$197K +$134K +2,447 +244%
Comerica Bank
47
Comerica Bank
Texas
$110K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$90.2K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$36K -$1.24M -22,682 -97%
IHWM
50
Iron Horse Wealth Management
Iowa
$10.9K – – –
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