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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

70% more capital invested

Capital invested by funds: $44.2M → $75M (+$30.8M)

46% more funds holding

Funds holding: 1319 (+6)

1.87% more ownership

Funds ownership: 2.76%4.63% (+1.9%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$64.8M +$24.5M +862,287 +63%
Principal Financial Group
2
Principal Financial Group
Iowa
$2.82M +$1.27M +44,867 +86%
CWM
3
Cornerstone Wealth Management
Missouri
$1.55M -$122K -4,283 -7%
LPL Financial
4
LPL Financial
California
$1.48M +$640K +22,529 +79%
Bank of America
5
Bank of America
North Carolina
$872K +$199K +7,004 +30%
Citadel Advisors
6
Citadel Advisors
Florida
$649K -$82.2K -2,894 -11%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$636K +$307K +10,827 +98%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$632K +$613K +21,582 +14,106%
Wells Fargo
9
Wells Fargo
California
$489K +$478K +16,823 New
MA
10
Mutual Advisors
Nebraska
$345K +$337K +11,864 New
AG
11
Advisor Group
Arizona
$317K +$48.5K +1,710 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$302K +$295K +10,396 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$58K +$56.8K +2,000 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$51K +$4.29K +151 +9%
UBS Group
15
UBS Group
Switzerland
$15K -$29.3K -1,033 -66%
Morgan Stanley
16
Morgan Stanley
New York
$12K +$11.4K +400 New
TRCT
17
Tower Research Capital (TRC)
New York
$6K +$5.68K +200 New
PB
18
Pinnacle Bancorp
Nebraska
$4K
US Bancorp
19
US Bancorp
Minnesota
$3K +$2.92K +103 New
CFGS
20
Concourse Financial Group Securities
Alabama
-$1.39K -49 Closed