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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

81 hedge funds and large institutions have $3.74B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $3.28B → $3.74B (+$458M)

7% more funds holding

Funds holding: 7681 (+5)

2.15% more ownership

Funds ownership: 100.97%103.12% (+2.2%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
33
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$3.9M +$3.7M +57,159 New
P
27
&Partners
Tennessee
$3.79M +$3.6M +55,624 New
SAM
28
Smartleaf Asset Management
Massachusetts
$3.58M +$1.21M +18,644 +55%
CIAS
29
Capital Investment Advisory Services
North Carolina
$3.44M +$1.58M +24,452 +94%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.29M +$970K +14,996 +45%
US Bancorp
31
US Bancorp
Minnesota
$3.02M +$101K +1,557 +4%
JWM
32
Jackson Wealth Management
Florida
$2.96M +$76.9K +1,188 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.72M +$375K +5,795 +17%
CW
34
CreativeOne Wealth
Kansas
$2.69M -$69.2K -1,069 -3%
PWM
35
PMG Wealth Management
Illinois
$2.23M +$28.3K +437 +1%
SOS
36
Silver Oak Securities
Tennessee
$2.16M +$2.05M +31,661 New
RIS
37
Richmond Investment Services
Wisconsin
$2.06M +$1.36K +21 +0.1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.96M +$917K +14,179 +97%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.81M +$179K +2,768 +12%
Citadel Advisors
40
Citadel Advisors
Florida
$1.75M +$108K +1,675 +7%
Stifel Financial
41
Stifel Financial
Missouri
$1.58M +$46.5K +718 +3%
GCA
42
Greenwood Capital Associates
South Carolina
$1.39M +$686K +10,611 +109%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.31M +$46.2K +714 +4%
GAM
44
Gotham Asset Management
New York
$1.28M +$1.21M +18,705 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$156K +2,418 +15%
CFG
46
Citizens Financial Group
Rhode Island
$1.1M -$202K -3,118 -16%
KAS
47
Kestra Advisory Services
Texas
$1M -$68.6K -1,060 -7%
CSP
48
Cary Street Partners
Virginia
$893K
PFS
49
Prospera Financial Services
Texas
$872K -$46K -711 -5%
SPIA
50
Steward Partners Investment Advisory
New York
$770K -$12.8K -198 -2%

USMC Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q3 2025, worth a combined $3.74B — up 14% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USMC positions and 10 closed out — a net gain of 8 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $58.5M. The largest seller was Systelligence LLC, exiting entirely with an estimated $4.23M sold.

  • 81 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $3.74B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q3 2025 and 10 closed out, a net change of +8 holders.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $58.5M added.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q3 2025 was Systelligence LLC, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2025.