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

Overview Fund Activity

76 hedge funds and large institutions have $3.27B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
12
Increased
39
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.33B
2
LPL Financial
LPL Financial
California
$78.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.28M
4
SL
Systelligence LLC
Minnesota
$4.23M
5
BCI
Brinker Capital Investments
Pennsylvania
$16.8M

Top Sellers

1
PS
Principal Securities
Iowa
$251M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239M
3
MIM
Marshall Investment Management
Colorado
$0
4
JWM
Jackson Wealth Management
Florida
$2.64M
5
Osaic Holdings
Osaic Holdings
Arizona
$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
51
Greenwood Capital Associates
South Carolina
$610K +$107K +1,711 +21%
CWMS
52
Cannon Wealth Management Services
North Carolina
$606K -$1.94K -31 -0.3%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$597K -$44.2K -706 -7%
KDA
54
Kraft Davis & Associates
Missouri
$586K – – –
CWM
55
Cornerstone Wealth Management
Missouri
$538K -$53.4K -853 -9%
PAG
56
Private Advisor Group
New Jersey
$339K +$57K +911 +20%
William Blair & Company
57
William Blair & Company
Illinois
$335K – – –
Baird Financial Group
58
Baird Financial Group
Wisconsin
$315K -$5.76K -92 -2%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$302K +$302K +4,830 New
Marshall Wace
60
Marshall Wace
United Kingdom
$245K +$245K +3,912 New
SWM
61
SeaCrest Wealth Management
New York
$224K -$1.29M -20,594 -85%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$223K -$16.6K -265 -7%
AssetMark Inc
63
AssetMark Inc
California
$167K +$158K +2,522 +1,764%
Comerica Bank
64
Comerica Bank
Texas
$77.8K -$42.9K -685 -36%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$61.6K -$8.13K -130 -12%
CIA
66
Cape Investment Advisory
Georgia
$55.2K +$16K +256 +41%
CA
67
CoreCap Advisors
Michigan
$22.5K -$24.1K -385 -52%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$21.8K +$21.8K +349 New
PB
69
Pinnacle Bancorp
Nebraska
$12.4K – – –
IHWM
70
Iron Horse Wealth Management
Iowa
$11.9K – – –
FFA
71
Farther Finance Advisors
California
$9.87K +$62 +1 +0.6%
AAS
72
Ameritas Advisory Services
Nebraska
$9.82K +$9.82K +157 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +132 New
SWP
74
Strategic Wealth Partners
Ohio
$3.38K +$3.38K +54 New
HI
75
Harbour Investments
Wisconsin
$1.69K +$1.69K +27 New
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