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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

69 hedge funds and large institutions have $2.58B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 6569 (+4)

4% less capital invested

Capital invested by funds: $2.7B → $2.58B (-$121M)

2.52% less ownership

Funds ownership: 105.33%102.82% (-2.5%)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
14
Increased
32
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$537K +$293K +4,885 +107%
KDA
52
Kraft Davis & Associates
Missouri
$497K
GCA
53
Greenwood Capital Associates
South Carolina
$456K +$482K +8,038 New
US Bancorp
54
US Bancorp
Minnesota
$371K +$392K +6,536 New
William Blair & Company
55
William Blair & Company
Illinois
$304K +$40.1K +668 +14%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$291K -$9K -150 -3%
PAG
57
Private Advisor Group
New Jersey
$256K +$270K +4,507 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$217K +$230K +3,827 New
Comerica Bank
59
Comerica Bank
Texas
$110K
SPIA
60
Steward Partners Investment Advisory
New York
$66.5K +$52.3K +871 +290%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$63.3K +$66.8K +1,114 New
CA
62
CoreCap Advisors
Michigan
$42.3K +$44.7K +745 New
CIA
63
Cape Investment Advisory
Georgia
$35.6K +$33.2K +553 +747%
PB
64
Pinnacle Bancorp
Nebraska
$11.3K
IHWM
65
Iron Horse Wealth Management
Iowa
$10.8K
FFA
66
Farther Finance Advisors
California
$8.96K +$9.42K +157 New
AssetMark Inc
67
AssetMark Inc
California
$8.12K -$2.22K -37 -21%
GWP
68
Gen-Wealth Partners
Michigan
$511 +$540 +9 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$385 +$360 +6 New
ECA
70
Elevation Capital Advisory
Oregon
-$4.61M -76,840 Closed
GM
71
GeoWealth Management
Illinois
-$4.61M -76,840 Closed
LWM
72
Laidlaw Wealth Management
New York
-$615K -10,244 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$571K -9,520 Closed
RL
74
Retireful LLC
Michigan
-$493K -8,211 Closed
Jane Street
75
Jane Street
New York
-$324K -5,400 Closed