Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
76 hedge funds and large institutions have $3.28B 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.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
95% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 20
27% more capital invested
Capital invested by funds: $2.58B → $3.28B (+$696M)
10% more funds holding
Funds holding: 69 → 76 (+7)
1.84% less ownership
Funds ownership: 102.82% → 100.97% (-1.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$420M |
| 2 |
LPL Financial
San Diego,
California
|
+$27M |
| 3 |
Two Sigma Investments
New York
|
+$5.64M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$3.93M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
-$21M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.7M |
| 3 |
MIM
Marshall Investment Management
Littleton,
Colorado
|
-$3.84M |
| 4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$3.33M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $530 | +$175 | +3 | +50% |
|
|
MIM
77
Marshall Investment Management
Littleton,
Colorado
| – | -$3.84M | -67,650 | Closed |
|
|
GWP
78
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$511 | -9 | Closed |
|
USMC Hedge Fund Activity: Q2 2025 in Review
76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q2 2025, worth a combined $3.28B — up 27% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new USMC positions and 2 closed out — a net gain of 10 holders — while 39 added to existing stakes and 20 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $420M. The largest seller was Principal Securities, cutting an estimated $21M.
- 76 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q2 2025, up from 69 in Q1 2025.
- Funds reported $3.28B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q2 2025, up 27% quarter-over-quarter.
- 12 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q2 2025 and 2 closed out, a net change of +10 holders.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q2 2025 was Principal Financial Group, an estimated $420M added.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q2 2025 was Principal Securities, an estimated $21M sold.
Based on aggregated 13F filings for Q2 2025.