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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

87 hedge funds and large institutions have $2.97B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.91% more ownership

Funds ownership: 105.14%118.05% (+13%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 8987 (-2)

12% less capital invested

Capital invested by funds: $3.39B → $2.97B (-$419M)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
27
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Versant Capital Management
Arizona
$77.2K
CA
77
CoreCap Advisors
Michigan
$32.2K
AF
78
Abound Financial
California
$26.9K
PA
79
Parallel Advisors
California
$26.5K +$27.5K +412 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$16K +$16K +240 +2,667%
PB
81
Pinnacle Bancorp
Nebraska
$14.2K +$1K +15 +7%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$10.5K -$36.3K -543 -77%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9.45K +$9.83K +147 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$6.31K
SWP
85
Strategic Wealth Partners
Ohio
$3.47K
HI
86
Harbour Investments
Wisconsin
$1.74K
MCA
87
McGuire Capital Advisors
Oklahoma
$1.16K
Two Sigma Investments
88
Two Sigma Investments
New York
-$9.65M -141,000 Closed
EFG
89
Ethos Financial Group
Pennsylvania
-$7.66M -111,872 Closed
ECA
90
Elevation Capital Advisory
Oregon
-$6.95M -101,514 Closed
SOS
91
Silver Oak Securities
Tennessee
-$1.84M -26,687 Closed
VF
92
Virtu Financial
New York
-$1.56M -22,824 Closed
OCM
93
One Capital Management
California
-$529K -7,732 Closed
HFA
94
Hershey Financial Advisers
Pennsylvania
-$476K -6,955 Closed
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
-$337K -4,920 Closed
CIA
96
Cape Investment Advisory
Georgia
-$254K -3,705 Closed
SA
97
Sanctuary Advisors
Indiana
-$207K -3,018 Closed
FHA
98
Flagship Harbor Advisors
Massachusetts
-$147K -2,141 Closed
Jones Financial Companies
99
Jones Financial Companies
Missouri
-$2.74K -40 Closed

USMC Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q1 2026, worth a combined $2.97B — down 12% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USMC positions and 12 closed out — a net gain of 1 holder — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $456M. The largest seller was Principal Financial Group, cutting an estimated $76.8M.

  • 87 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $2.97B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 13 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q1 2026 was Oasis Advisors, an estimated $456M added.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q1 2026 was Principal Financial Group, an estimated $76.8M sold.

Based on aggregated 13F filings for Q1 2026.