USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

87 hedge funds and large institutions have $2.97B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
51
Kraft Davis & Associates
Missouri
$651K
CWMS
52
Cannon Wealth Management Services
North Carolina
$603K
GAM
53
Gotham Asset Management
New York
$591K
USCWA
54
U.S. Capital Wealth Advisors
Texas
$515K
HF
55
HRT Financial
New York
$471K
CA
56
Centennial Advisors
Texas
$464K
William Blair & Company
57
William Blair & Company
Illinois
$438K
SWMG
58
Stillwater Wealth Management Group
Florida
$437K
ASN
59
Advisory Services Network
Georgia
$419K
CWM
60
Cornerstone Wealth Management
Missouri
$417K
Marshall Wace
61
Marshall Wace
United Kingdom
$380K
EH
62
Equitable Holdings
New York
$319K
PAG
63
Private Advisor Group
New Jersey
$319K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$317K
HighTower Advisors
65
HighTower Advisors
Illinois
$316K
CPG
66
Cornerstone Planning Group
New Jersey
$302K
Baird Financial Group
67
Baird Financial Group
Wisconsin
$298K
SW
68
Simplicity Wealth
New Jersey
$298K
PIA
69
Perennial Investment Advisors
California
$273K
IAA
70
Independent Advisor Alliance
North Carolina
$213K
AssetMark Inc
71
AssetMark Inc
California
$206K
LAS
72
Lloyd Advisory Services
Georgia
$131K
KFG
73
Kingdom Financial Group
Arizona
$131K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$80K
MIM
75
Marshall Investment Management
Colorado
$78.9K