USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Overview Fund Activity

19 hedge funds and large institutions have $75M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.8M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$2.82M
3
LPL Financial
3
LPL Financial
California
$1.48M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$632K
5
Wells Fargo
5
Wells Fargo
California
$489K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$1.55M
2
Citadel Advisors
2
Citadel Advisors
Florida
$649K
3
UBS Group
3
UBS Group
Switzerland
$15K
4
CFGS
4
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.8M 2,227,937 +862,287 +63%
Principal Financial Group
2
Principal Financial Group
Iowa
$2.82M 96,873 +44,867 +86%
CWM
3
Cornerstone Wealth Management
Missouri
$1.55M 53,276 -4,283 -7%
LPL Financial
4
LPL Financial
California
$1.48M 50,905 +22,529 +79%
Bank of America
5
Bank of America
North Carolina
$872K 29,989 +7,004 +30%
Citadel Advisors
6
Citadel Advisors
Florida
$649K 22,305 -2,894 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$636K 21,866 +10,827 +98%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$632K 21,735 +21,582 +14,106%
Wells Fargo
9
Wells Fargo
California
$489K 16,823 +16,823 New
MA
10
Mutual Advisors
Nebraska
$345K 11,864 +11,864 New
AG
11
Advisor Group
Arizona
$317K 10,902 +1,710 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$302K 10,396 +10,396 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$58K 2,000 +2,000 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$51K 1,758 +151 +9%
UBS Group
15
UBS Group
Switzerland
$15K 527 -1,033 -66%
Morgan Stanley
16
Morgan Stanley
New York
$12K 400 +400 New
TRCT
17
Tower Research Capital (TRC)
New York
$6K 200 +200 New
PB
18
Pinnacle Bancorp
Nebraska
$4K 146 – –
US Bancorp
19
US Bancorp
Minnesota
$3K 103 +103 New
CFGS
20
Concourse Financial Group Securities
Alabama
– – -49 Closed