We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

22 hedge funds and large institutions have $60.5M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

71% more capital invested

Capital invested by funds: $35.4M → $60.5M (+$25.1M)

10% more funds holding

Funds holding: 2022 (+2)

1.16% more ownership

Funds ownership: 2.84%4% (+1.2%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$9.15M +$1.66M +57,257 +23%
Ameriprise
2
Ameriprise
Minnesota
$8.29M +$7.43M +256,395 +1,313%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.14M +$799K +27,593 +11%
Wells Fargo
4
Wells Fargo
California
$7.59M +$2.85M +98,206 +64%
LPL Financial
5
LPL Financial
California
$4.53M +$1.35M +46,650 +45%
SWM
6
Segment Wealth Management
Texas
$3.83M +$3.69M +127,403 New
Morgan Stanley
7
Morgan Stanley
New York
$2.98M +$436K +15,063 +18%
NA
8
NewEdge Advisors
Louisiana
$2.89M -$51.9K -1,790 -2%
CWM
9
Cornerstone Wealth Management
Missouri
$2.54M +$863K +29,770 +54%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$2.52M +$300K +10,356 +14%
GSWM
11
Golden State Wealth Management
California
$2.44M +$381K +13,135 +19%
Bank of America
12
Bank of America
North Carolina
$1.44M +$436K +15,044 +46%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$829K -$291K -10,035 -27%
Citadel Advisors
14
Citadel Advisors
Florida
$799K -$322K -11,113 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$759K +$64.3K +2,219 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$555K +$32K +1,104 +6%
SWM
17
SeaCrest Wealth Management
New York
$461K -$175K -6,048 -28%
Osaic Holdings
18
Osaic Holdings
Arizona
$426K -$101K -3,482 -20%
UBS Group
19
UBS Group
Switzerland
$126K +$112K +3,858 +1,169%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$88K +$26.7K +921 +46%
CFGS
21
Concourse Financial Group Securities
Alabama
$38K +$36.3K +1,252 New
PAG
22
Private Advisor Group
New Jersey
$22K +$21K +726 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$712K -27,491 Closed