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

Overview Fund Activity

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.

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.74%
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
1
O'Brien Wealth Partners
Massachusetts
$47.4M
2
EWA
2
EP Wealth Advisors
California
$7.49M
3
WA
3
Win Advisors
Florida
$7.01M
4
PS
4
Principal Securities
Iowa
$251M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$244M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.92B
2
NA
2
NewEdge Advisors
Louisiana
$13.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36K
4
Wells Fargo
4
Wells Fargo
California
$11.2M
5
GS
5
GTS Securities
New York
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$955K +$955K +16,762 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$913K +$68.6K +1,203 +8%
OCM
28
One Capital Management
California
$907K -$59.4K -1,042 -6%
UBS Group
29
UBS Group
Switzerland
$884K +$716K +12,556 +426%
Osaic Holdings
30
Osaic Holdings
Arizona
$851K +$136K +2,379 +19%
SOS
31
Silver Oak Securities
Tennessee
$783K +$783K +13,810 New
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$747K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$705K -$28.3K -497 -4%
SAM
34
Smartleaf Asset Management
Massachusetts
$632K +$197K +3,473 +45%
CWMS
35
Cannon Wealth Management Services
North Carolina
$594K +$594K +10,429 New
LWM
36
Laidlaw Wealth Management
New York
$575K +$20.6K +361 +4%
KDA
37
Kraft Davis & Associates
Missouri
$525K – – –
Goldman Sachs
38
Goldman Sachs
New York
$509K +$509K +8,928 New
RL
39
Retireful LLC
Michigan
$468K +$468K +8,211 New
GS
40
GTS Securities
New York
$384K -$895K -15,704 -70%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$336K -$3.31K -58 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$294K +$294K +5,164 New
Stifel Financial
43
Stifel Financial
Missouri
$237K +$237K +4,150 New
William Blair & Company
44
William Blair & Company
Illinois
$211K – – –
Bank of America
45
Bank of America
North Carolina
$206K +$172K +3,024 +520%
CIAS
46
Capital Investment Advisory Services
North Carolina
$197K +$139K +2,447 +244%
Comerica Bank
47
Comerica Bank
Texas
$110K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$90.2K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$36K -$1.29M -22,682 -97%
IHWM
50
Iron Horse Wealth Management
Iowa
$10.9K – – –
1
2
3