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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

65 hedge funds and large institutions have $2.7B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

27% more funds holding

Funds holding: 5165 (+14)

2% more capital invested

Capital invested by funds: $2.66B → $2.7B (+$40.8M)

0.43% more ownership

Funds ownership: 104.9%105.33% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
26
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
PMG Wealth Management
Illinois
$1.96M +$1.93M +32,656 New
CW
27
CreativeOne Wealth
Kansas
$1.83M +$106K +1,803 +6%
AG
28
AmeriFlex Group
Nevada
$1.5M +$1.43M +24,308 New
SWM
29
SeaCrest Wealth Management
New York
$1.47M +$1.45M +24,516 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.37M +$42.7K +725 +3%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.3M +$1.28M +21,700 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.28M +$27.2K +462 +2%
Stifel Financial
33
Stifel Financial
Missouri
$1.2M +$938K +15,910 +383%
UBS Group
34
UBS Group
Switzerland
$1.13M +$195K +3,309 +21%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.11M +$1.05M +17,878 +2,829%
SWMG
36
Stillwater Wealth Management Group
Florida
$1.11M +$1.09M +18,423 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$936K -$25.8K -437 -3%
MML Investors Services
38
MML Investors Services
Massachusetts
$935K +$189K +3,208 +26%
RIS
39
Richmond Investment Services
Wisconsin
$927K +$910K +15,443 New
OCM
40
One Capital Management
California
$858K -$95.3K -1,617 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$836K -$59.9K -1,016 -7%
CSP
42
Cary Street Partners
Virginia
$786K +$772K +13,100 New
LWM
43
Laidlaw Wealth Management
New York
$615K +$8.84K +150 +1%
CWMS
44
Cannon Wealth Management Services
North Carolina
$609K -$34.8K -591 -6%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$593K +$582K +9,874 New
KDA
46
Kraft Davis & Associates
Missouri
$576K
Citadel Advisors
47
Citadel Advisors
Florida
$571K +$257K +4,356 +84%
RL
48
Retireful LLC
Michigan
$493K
PFS
49
Prospera Financial Services
Texas
$434K +$427K +7,235 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$375K +$165K +2,801 +81%