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

Overview Fund Activity

68 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 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
32
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32.9M
2
LPL Financial
2
LPL Financial
California
$44.9M
3
Raymond James Financial
3
Raymond James Financial
Florida
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.9M
5
NA
5
NewEdge Advisors
Louisiana
$15.4M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.71B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$231M
3
GM
3
GeoWealth Management
Illinois
$0
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KDA
51
Kraft Davis & Associates
Missouri
$497K 9,241 – –
GCA
52
Greenwood Capital Associates
South Carolina
$456K 8,038 +8,038 New
US Bancorp
53
US Bancorp
Minnesota
$371K 6,536 +6,536 New
William Blair & Company
54
William Blair & Company
Illinois
$304K 5,351 +668 +14%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$291K 5,122 -150 -3%
PAG
56
Private Advisor Group
New Jersey
$256K 4,507 +4,507 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$217K 3,827 +3,827 New
Comerica Bank
58
Comerica Bank
Texas
$110K 1,929 – –
SPIA
59
Steward Partners Investment Advisory
New York
$66.5K 1,171 +871 +290%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$63.3K 1,114 +1,114 New
CA
61
CoreCap Advisors
Michigan
$42.3K 745 +745 New
CIA
62
Cape Investment Advisory
Georgia
$35.6K 627 +553 +747%
PB
63
Pinnacle Bancorp
Nebraska
$11.3K 199 – –
IHWM
64
Iron Horse Wealth Management
Iowa
$10.8K 191 – –
FFA
65
Farther Finance Advisors
California
$8.96K 157 +157 New
AssetMark Inc
66
AssetMark Inc
California
$8.12K 143 -37 -21%
GWP
67
Gen-Wealth Partners
Michigan
$511 9 +9 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$385 6 +6 New
ECA
69
Elevation Capital Advisory
Oregon
– – -76,840 Closed
GM
70
GeoWealth Management
Illinois
– – -76,840 Closed
LWM
71
Laidlaw Wealth Management
New York
– – -10,244 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– – -9,520 Closed
RL
73
Retireful LLC
Michigan
– – -8,211 Closed
Jane Street
74
Jane Street
New York
– – -5,400 Closed
IAA
75
Independent Advisor Alliance
North Carolina
– – -3,835 Closed
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