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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
IAA
76
Independent Advisor Alliance
North Carolina
-$230K -3,835 Closed
CFGS
77
Concourse Financial Group Securities
Alabama
-$97.1K -1,582 Closed
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
-$12K -206 Closed