We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

69 hedge funds and large institutions have $2.58B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 6569 (+4)

4% less capital invested

Capital invested by funds: $2.7B → $2.58B (-$121M)

2.52% less ownership

Funds ownership: 105.33%102.82% (-2.5%)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
32
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$2.06M +$348K +5,793 +19%
WAOI
27
Wealth Advisors of Iowa
Iowa
$1.93M -$451K -7,522 -18%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.86M -$46.9K -781 -2%
PWM
29
PMG Wealth Management
Illinois
$1.83M -$24.3K -405 -1%
Stifel Financial
30
Stifel Financial
Missouri
$1.79M +$691K +11,514 +57%
AAS
31
Avantax Advisory Services
Texas
$1.6M +$1.69M +28,169 New
SWM
32
SeaCrest Wealth Management
New York
$1.37M -$20.7K -345 -1%
AG
33
AmeriFlex Group
Nevada
$1.36M -$23.8K -396 -2%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.35M +$319K +5,313 +29%
CIAS
35
Capital Investment Advisory Services
North Carolina
$1.35M +$1.05M +17,443 +279%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.34M +$52.9K +882 +4%
UBS Group
37
UBS Group
Switzerland
$1.32M +$268K +4,469 +24%
OCM
38
One Capital Management
California
$1.19M +$396K +6,608 +46%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.1M -$138K -2,300 -11%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.05M -$173K -2,878 -13%
GS
41
GTS Securities
New York
$996K +$1.05M +17,534 New
RIS
42
Richmond Investment Services
Wisconsin
$861K -$17K -283 -2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$828K -$61K -1,017 -7%
SWMG
44
Stillwater Wealth Management Group
Florida
$750K -$312K -5,206 -28%
CSP
45
Cary Street Partners
Virginia
$744K
PFS
46
Prospera Financial Services
Texas
$679K +$284K +4,730 +65%
Bank of America
47
Bank of America
North Carolina
$608K +$422K +7,033 +192%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$600K +$634K +10,573 New
USCWA
49
U.S. Capital Wealth Advisors
Texas
$582K +$22.2K +370 +4%
CWMS
50
Cannon Wealth Management Services
North Carolina
$557K -$7.5K -125 -1%