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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

27% more funds holding

Funds holding: 5165 (+14)

2% more capital invested

Capital invested by funds: $2.66B → $2.7B (+$40.8M)

0.43% more ownership

Funds ownership: 104.9%105.33% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.86%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$324K +$318K +5,400 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$316K -$36.5K -620 -11%
William Blair & Company
53
William Blair & Company
Illinois
$281K +$58.1K +986 +27%
CWM
54
Cornerstone Wealth Management
Missouri
$274K +$270K +4,572 New
IAA
55
Independent Advisor Alliance
North Carolina
$230K +$226K +3,835 New
Bank of America
56
Bank of America
North Carolina
$220K +$3.83K +65 +2%
Comerica Bank
57
Comerica Bank
Texas
$116K
CFGS
58
Concourse Financial Group Securities
Alabama
$97.1K
SPIA
59
Steward Partners Investment Advisory
New York
$18K +$17.7K +300 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.1K +206 New
PB
61
Pinnacle Bancorp
Nebraska
$11.9K +$1.83K +31 +18%
IHWM
62
Iron Horse Wealth Management
Iowa
$11.5K
AssetMark Inc
63
AssetMark Inc
California
$10.8K +$10.6K +180 New
CIA
64
Cape Investment Advisory
Georgia
$4.44K +$4.36K +74 New
GRP
65
Global Retirement Partners
California
$4.02K +$3.95K +67 New
WA
66
Win Advisors
Florida
-$7.01M -123,071 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$1.14M -20,055 Closed
AAS
68
Ameritas Advisory Services
Nebraska
-$955K -16,762 Closed
SOS
69
Silver Oak Securities
Tennessee
-$783K -13,810 Closed
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
-$747K -13,100 Closed
Goldman Sachs
71
Goldman Sachs
New York
-$509K -8,928 Closed
GS
72
GTS Securities
New York
-$384K -6,745 Closed