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

Overview Fund Activity

76 hedge funds and large institutions have $3.27B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
12
Increased
39
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.33B
2
LPL Financial
LPL Financial
California
$78.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.28M
4
SL
Systelligence LLC
Minnesota
$4.23M
5
BCI
Brinker Capital Investments
Pennsylvania
$16.8M

Top Sellers

1
PS
Principal Securities
Iowa
$251M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239M
3
MIM
Marshall Investment Management
Colorado
$0
4
JWM
Jackson Wealth Management
Florida
$2.64M
5
Osaic Holdings
Osaic Holdings
Arizona
$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.72M +$2.72M +43,557 New
US Bancorp
27
US Bancorp
Minnesota
$2.68M +$2.27M +36,225 +554%
JWM
28
Jackson Wealth Management
Florida
$2.64M -$3.58M -57,277 -58%
CW
29
CreativeOne Wealth
Kansas
$2.54M +$270K +4,320 +12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.13M +$81.4K +1,301 +4%
SAM
31
Smartleaf Asset Management
Massachusetts
$2.12M -$642K -10,325 -23%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$2.08M +$588K +9,406 +39%
PWM
33
PMG Wealth Management
Illinois
$2.03M +$19.9K +319 +1%
RIS
34
Richmond Investment Services
Wisconsin
$1.89M +$940K +15,022 +99%
CIAS
35
Capital Investment Advisory Services
North Carolina
$1.62M +$143K +2,278 +10%
AG
36
AmeriFlex Group
Nevada
$1.58M +$98.9K +1,598 +7%
Citadel Advisors
37
Citadel Advisors
Florida
$1.5M +$1.5M +24,002 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$8.69K +138 +0.6%
Stifel Financial
39
Stifel Financial
Missouri
$1.41M -$567K -9,058 -29%
CFG
40
Citizens Financial Group
Rhode Island
$1.2M +$1.2M +19,196 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.16M +$188 +3 +0%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$100K +1,602 +11%
KAS
43
Kestra Advisory Services
Texas
$985K -$2.27M -36,305 -70%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$915K +$253K +4,048 +38%
PFS
45
Prospera Financial Services
Texas
$845K +$96K +1,535 +13%
Osaic Holdings
46
Osaic Holdings
Arizona
$836K -$3.23M -53,816 -79%
CSP
47
Cary Street Partners
Virginia
$820K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$719K +$645K +10,315 +881%
OCM
49
One Capital Management
California
$706K -$602K -9,626 -46%
Bank of America
50
Bank of America
North Carolina
$674K +$4.25K +68 +0.6%
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