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

Overview Fund Activity

68 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 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
32
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32.9M
2
LPL Financial
2
LPL Financial
California
$44.9M
3
Raymond James Financial
3
Raymond James Financial
Florida
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.9M
5
NA
5
NewEdge Advisors
Louisiana
$15.4M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.71B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$231M
3
GM
3
GeoWealth Management
Illinois
$0
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WAOI
26
Wealth Advisors of Iowa
Iowa
$1.93M 33,979 -7,522 -18%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.86M 32,762 -781 -2%
PWM
28
PMG Wealth Management
Illinois
$1.83M 32,251 -405 -1%
Stifel Financial
29
Stifel Financial
Missouri
$1.79M 31,574 +11,514 +57%
AAS
30
Avantax Advisory Services
Texas
$1.6M 28,169 +28,169 New
SWM
31
SeaCrest Wealth Management
New York
$1.37M 24,171 -345 -1%
AG
32
AmeriFlex Group
Nevada
$1.36M 23,912 -396 -2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.35M 23,823 +5,313 +29%
CIAS
34
Capital Investment Advisory Services
North Carolina
$1.35M 23,695 +17,443 +279%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.34M 23,667 +882 +4%
UBS Group
36
UBS Group
Switzerland
$1.32M 23,284 +4,469 +24%
OCM
37
One Capital Management
California
$1.19M 20,908 +6,608 +46%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.1M 19,400 -2,300 -11%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.05M 18,478 -2,878 -13%
GS
40
GTS Securities
New York
$996K 17,534 +17,534 New
RIS
41
Richmond Investment Services
Wisconsin
$861K 15,160 -283 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$828K 14,574 -1,017 -7%
SWMG
43
Stillwater Wealth Management Group
Florida
$750K 13,217 -5,206 -28%
CSP
44
Cary Street Partners
Virginia
$744K 13,100 – –
PFS
45
Prospera Financial Services
Texas
$679K 11,965 +4,730 +65%
Bank of America
46
Bank of America
North Carolina
$608K 10,704 +7,033 +192%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$600K 10,573 +10,573 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$582K 10,244 +370 +4%
CWMS
49
Cannon Wealth Management Services
North Carolina
$557K 9,713 -125 -1%
CWM
50
Cornerstone Wealth Management
Missouri
$537K 9,457 +4,885 +107%
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