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

Overview Fund Activity

65 hedge funds and large institutions have $2.7B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
26
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.8M
2
GSWM
2
Golden State Wealth Management
California
$11.1M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$8.73M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.73M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.86B
2
WA
2
Win Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$254M
4
NA
4
NewEdge Advisors
Louisiana
$10.8M
5
PS
5
Principal Securities
Iowa
$262M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$324K 5,400 +5,400 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$316K 5,272 -620 -11%
William Blair & Company
53
William Blair & Company
Illinois
$281K 4,683 +986 +27%
CWM
54
Cornerstone Wealth Management
Missouri
$274K 4,572 +4,572 New
IAA
55
Independent Advisor Alliance
North Carolina
$230K 3,835 +3,835 New
Bank of America
56
Bank of America
North Carolina
$220K 3,671 +65 +2%
Comerica Bank
57
Comerica Bank
Texas
$116K 1,929 – –
CFGS
58
Concourse Financial Group Securities
Alabama
$97.1K 1,582 – –
SPIA
59
Steward Partners Investment Advisory
New York
$18K 300 +300 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12K 206 +206 New
PB
61
Pinnacle Bancorp
Nebraska
$11.9K 199 +31 +18%
IHWM
62
Iron Horse Wealth Management
Iowa
$11.5K 191 – –
AssetMark Inc
63
AssetMark Inc
California
$10.8K 180 +180 New
CIA
64
Cape Investment Advisory
Georgia
$4.44K 74 +74 New
GRP
65
Global Retirement Partners
California
$4.02K 67 +67 New
WA
66
Win Advisors
Florida
– – -123,071 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– – -20,055 Closed
AAS
68
Ameritas Advisory Services
Nebraska
– – -16,762 Closed
SOS
69
Silver Oak Securities
Tennessee
– – -13,810 Closed
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
– – -13,100 Closed
Goldman Sachs
71
Goldman Sachs
New York
– – -8,928 Closed
GS
72
GTS Securities
New York
– – -6,745 Closed
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