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

Overview Fund Activity

75 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, 38 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.01%
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
38
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
PS
1
Principal Securities
Iowa
$251M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
MIM
3
Marshall Investment Management
Colorado
$0
4
JWM
4
Jackson Wealth Management
Florida
$2.64M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$836K
Name Market Value Shares Shares
Change 		Shares
Change %
CWMS
51
Cannon Wealth Management Services
North Carolina
$606K 9,682 -31 -0.3%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$597K 9,538 -706 -7%
KDA
53
Kraft Davis & Associates
Missouri
$586K 9,241 – –
CWM
54
Cornerstone Wealth Management
Missouri
$538K 8,604 -853 -9%
PAG
55
Private Advisor Group
New Jersey
$339K 5,418 +911 +20%
William Blair & Company
56
William Blair & Company
Illinois
$335K 5,351 – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$315K 5,030 -92 -2%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$302K 4,830 +4,830 New
Marshall Wace
59
Marshall Wace
United Kingdom
$245K 3,912 +3,912 New
SWM
60
SeaCrest Wealth Management
New York
$224K 3,577 -20,594 -85%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$223K 3,562 -265 -7%
AssetMark Inc
62
AssetMark Inc
California
$167K 2,665 +2,522 +1,764%
Comerica Bank
63
Comerica Bank
Texas
$77.8K 1,244 -685 -36%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$61.6K 984 -130 -12%
CIA
65
Cape Investment Advisory
Georgia
$55.2K 883 +256 +41%
CA
66
CoreCap Advisors
Michigan
$22.5K 360 -385 -52%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$21.8K 349 +349 New
PB
68
Pinnacle Bancorp
Nebraska
$12.4K 199 – –
IHWM
69
Iron Horse Wealth Management
Iowa
$11.9K 191 – –
FFA
70
Farther Finance Advisors
California
$9.87K 158 +1 +0.6%
AAS
71
Ameritas Advisory Services
Nebraska
$9.82K 157 +157 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$8K 132 +132 New
SWP
73
Strategic Wealth Partners
Ohio
$3.38K 54 +54 New
HI
74
Harbour Investments
Wisconsin
$1.69K 27 +27 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$530 9 +3 +50%
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