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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

12.91% more ownership

Funds ownership: 105.14%118.05% (+13%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 8987 (-2)

12% less capital invested

Capital invested by funds: $3.39B → $2.97B (-$419M)

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
-2
Holders Change %
-2.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
27
Reduced
35
Closed
12
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 -$9.29K -139 -1%
GAM
53
Gotham Asset Management
New York
$591K +$73.4K +1,098 +14%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$515K
HF
55
HRT Financial
New York
$471K +$490K +7,327 New
CA
56
Centennial Advisors
Texas
$464K +$483K +7,218 New
William Blair & Company
57
William Blair & Company
Illinois
$438K
SWMG
58
Stillwater Wealth Management Group
Florida
$437K -$37.7K -564 -8%
ASN
59
Advisory Services Network
Georgia
$419K -$40.7K -609 -9%
CWM
60
Cornerstone Wealth Management
Missouri
$417K -$13.8K -207 -3%
Marshall Wace
61
Marshall Wace
United Kingdom
$380K +$395K +5,905 New
EH
62
Equitable Holdings
New York
$319K +$12.4K +186 +4%
PAG
63
Private Advisor Group
New Jersey
$319K +$4.35K +65 +1%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$317K -$955K -14,278 -74%
HighTower Advisors
65
HighTower Advisors
Illinois
$316K -$23.7K -355 -7%
CPG
66
Cornerstone Planning Group
New Jersey
$302K -$252K -3,764 -47%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$298K -$13.8K -207 -4%
SW
68
Simplicity Wealth
New Jersey
$298K +$2.01K +30 +0.7%
PIA
69
Perennial Investment Advisors
California
$273K
IAA
70
Independent Advisor Alliance
North Carolina
$213K +$222K +3,319 New
AssetMark Inc
71
AssetMark Inc
California
$206K +$2.81K +42 +1%
KFG
72
Kingdom Financial Group
Arizona
$131K +$136K +2,034 New
LAS
73
Lloyd Advisory Services
Georgia
$131K +$136K +2,034 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$80K +$83.2K +1,244 New
MIM
75
Marshall Investment Management
Colorado
$78.9K +$82K +1,227 New