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

Overview Fund Activity

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.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.87%
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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.8M
2
GSWM
2
Golden State Wealth Management
California
$11.1M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$8.73M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.73M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.86B
2
WA
2
Win Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$254M
4
NA
4
NewEdge Advisors
Louisiana
$10.8M
5
PS
5
Principal Securities
Iowa
$262M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
26
PMG Wealth Management
Illinois
$1.96M 32,656 +32,656 New
CW
27
CreativeOne Wealth
Kansas
$1.83M 30,484 +1,803 +6%
AG
28
AmeriFlex Group
Nevada
$1.5M 24,308 +24,308 New
SWM
29
SeaCrest Wealth Management
New York
$1.47M 24,516 +24,516 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.37M 22,785 +725 +3%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.3M 21,700 +21,700 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.28M 21,356 +462 +2%
Stifel Financial
33
Stifel Financial
Missouri
$1.2M 20,060 +15,910 +383%
UBS Group
34
UBS Group
Switzerland
$1.13M 18,815 +3,309 +21%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.11M 18,510 +17,878 +2,829%
SWMG
36
Stillwater Wealth Management Group
Florida
$1.11M 18,423 +18,423 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$936K 15,591 -437 -3%
MML Investors Services
38
MML Investors Services
Massachusetts
$935K 15,580 +3,208 +26%
RIS
39
Richmond Investment Services
Wisconsin
$927K 15,443 +15,443 New
OCM
40
One Capital Management
California
$858K 14,300 -1,617 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$836K 13,922 -1,016 -7%
CSP
42
Cary Street Partners
Virginia
$786K 13,100 +13,100 New
LWM
43
Laidlaw Wealth Management
New York
$615K 10,244 +150 +1%
CWMS
44
Cannon Wealth Management Services
North Carolina
$609K 9,838 -591 -6%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$593K 9,874 +9,874 New
KDA
46
Kraft Davis & Associates
Missouri
$576K 9,241 – –
Citadel Advisors
47
Citadel Advisors
Florida
$571K 9,520 +4,356 +84%
RL
48
Retireful LLC
Michigan
$493K 8,211 – –
PFS
49
Prospera Financial Services
Texas
$434K 7,235 +7,235 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$375K 6,252 +2,801 +81%
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