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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

89 hedge funds and large institutions have $3.39B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8189 (+8)

2.01% more ownership

Funds ownership: 103.12%105.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$342M)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
41
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$857K -$39.9K -584 -4%
SPIA
52
Steward Partners Investment Advisory
New York
$737K -$36K -526 -5%
CWMS
53
Cannon Wealth Management Services
North Carolina
$651K -$10.1K -148 -2%
KDA
54
Kraft Davis & Associates
Missouri
$633K
Bank of America
55
Bank of America
North Carolina
$587K -$155K -2,264 -21%
GAM
56
Gotham Asset Management
New York
$554K -$726K -10,612 -57%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$548K
CPG
58
Cornerstone Planning Group
New Jersey
$544K +$548K +8,015 New
OCM
59
One Capital Management
California
$529K
SWMG
60
Stillwater Wealth Management Group
Florida
$503K -$95.4K -1,395 -16%
ASN
61
Advisory Services Network
Georgia
$487K +$14.5K +212 +3%
HFA
62
Hershey Financial Advisers
Pennsylvania
$476K +$476K +6,955 New
William Blair & Company
63
William Blair & Company
Illinois
$466K +$99.4K +1,454 +27%
CWM
64
Cornerstone Wealth Management
Missouri
$458K -$27.3K -399 -6%
MP
65
McDonald Partners
Ohio
$445K +$445K +6,506 New
HighTower Advisors
66
HighTower Advisors
Illinois
$361K +$31.1K +455 +9%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$337K +$20.9K +306 +7%
PAG
68
Private Advisor Group
New Jersey
$335K -$6.98K -102 -2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$332K -$616 -9 -0.2%
SW
70
Simplicity Wealth
New Jersey
$315K +$315K +4,601 New
EH
71
Equitable Holdings
New York
$306K +$16K +234 +6%
PIA
72
Perennial Investment Advisors
California
$291K
CIA
73
Cape Investment Advisory
Georgia
$254K +$253K +3,705 New
AssetMark Inc
74
AssetMark Inc
California
$217K +$34.1K +499 +19%
SA
75
Sanctuary Advisors
Indiana
$207K -$14K -205 -6%