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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

81 hedge funds and large institutions have $3.74B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $3.28B → $3.74B (+$458M)

7% more funds holding

Funds holding: 7681 (+5)

2.15% more ownership

Funds ownership: 100.97%103.12% (+2.2%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
33
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$739K +$4.46K +69 +0.6%
CWMS
52
Cannon Wealth Management Services
North Carolina
$658K -$1.49K -23 -0.2%
KDA
53
Kraft Davis & Associates
Missouri
$631K
SWMG
54
Stillwater Wealth Management Group
Florida
$596K +$566K +8,747 New
USCWA
55
U.S. Capital Wealth Advisors
Texas
$546K -$99.4K -1,536 -16%
OCM
56
One Capital Management
California
$527K -$230K -3,550 -31%
GS
57
GTS Securities
New York
$510K -$3.17M -48,987 -87%
CWM
58
Cornerstone Wealth Management
Missouri
$483K -$98.3K -1,520 -18%
ASN
59
Advisory Services Network
Georgia
$471K +$447K +6,905 New
William Blair & Company
60
William Blair & Company
Illinois
$365K
PAG
61
Private Advisor Group
New Jersey
$340K -$27.6K -426 -8%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$331K -$11.3K -175 -3%
HighTower Advisors
63
HighTower Advisors
Illinois
$329K +$312K +4,819 New
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$315K -$14K -216 -4%
PIA
65
Perennial Investment Advisors
California
$290K +$275K +4,249 New
EH
66
Equitable Holdings
New York
$289K +$274K +4,242 New
VF
67
Virtu Financial
New York
$255K +$242K +3,745 New
FWM
68
FLP Wealth Management
Arkansas
$229K +$217K +3,355 New
SA
69
Sanctuary Advisors
Indiana
$220K +$209K +3,223 New
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$213K +$202K +3,126 New
AssetMark Inc
71
AssetMark Inc
California
$182K
Comerica Bank
72
Comerica Bank
Texas
$84.8K
GFWA
73
Grey Fox Wealth Advisors
Delaware
$75K +$71.2K +1,100 New
Russell Investments Group
74
Russell Investments Group
United Kingdom
$57.7K -$8.86K -137 -14%
CA
75
CoreCap Advisors
Michigan
$24.5K

USMC Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q3 2025, worth a combined $3.74B — up 14% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USMC positions and 10 closed out — a net gain of 8 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $58.5M. The largest seller was Systelligence LLC, exiting entirely with an estimated $4.23M sold.

  • 81 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $3.74B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q3 2025 and 10 closed out, a net change of +8 holders.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $58.5M added.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q3 2025 was Systelligence LLC, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2025.