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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

89 hedge funds and large institutions have $3.39B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8189 (+8)

2.01% more ownership

Funds ownership: 103.12%105.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$342M)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
41
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.9M +$1.97M +28,741 +50%
JP Morgan Chase
27
JP Morgan Chase
New York
$4.29M +$990K +14,470 +30%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.99M +$45.5K +665 +1%
P
29
&Partners
Tennessee
$3.92M +$113K +1,653 +3%
CIAS
30
Capital Investment Advisory Services
North Carolina
$3.63M +$178K +2,609 +5%
SAM
31
Smartleaf Asset Management
Massachusetts
$3.58M -$52.3K -764 -1%
US Bancorp
32
US Bancorp
Minnesota
$3.18M +$148K +2,171 +5%
JWM
33
Jackson Wealth Management
Florida
$3.04M +$66.5K +973 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.84M +$115K +1,680 +4%
CW
35
CreativeOne Wealth
Kansas
$2.71M +$4.92K +72 +0.2%
PWM
36
PMG Wealth Management
Illinois
$2.29M +$29.5K +431 +1%
RIS
37
Richmond Investment Services
Wisconsin
$2.2M +$133K +1,944 +6%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$876K +12,803 +69%
GCA
39
Greenwood Capital Associates
South Carolina
$2.1M +$704K +10,298 +51%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$259K +3,783 +14%
SOS
41
Silver Oak Securities
Tennessee
$1.84M -$340K -4,974 -16%
Stifel Financial
42
Stifel Financial
Missouri
$1.6M +$12.6K +184 +0.8%
VF
43
Virtu Financial
New York
$1.56M +$1.3M +19,079 +509%
UBS Group
44
UBS Group
Switzerland
$1.52M -$2.56M -37,383 -63%
Citadel Advisors
45
Citadel Advisors
Florida
$1.45M -$306K -4,477 -17%
KAS
46
Kestra Advisory Services
Texas
$1.38M +$375K +5,480 +37%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.31M +$616 +9 +0%
GS
48
GTS Securities
New York
$1.2M +$686K +10,035 +134%
PFS
49
Prospera Financial Services
Texas
$1.14M +$266K +3,889 +30%
CFG
50
Citizens Financial Group
Rhode Island
$1.08M -$23.5K -344 -2%