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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

21 hedge funds and large institutions have $69.9M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $60.5M → $69.9M (+$9.46M)

0.45% more ownership

Funds ownership: 4%4.45% (+0.45%)

5% less funds holding

Funds holding: 2221 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$12.7M +$2.64M +81,909 +27%
Ameriprise
2
Ameriprise
Minnesota
$10.6M +$1.43M +44,460 +16%
Wells Fargo
3
Wells Fargo
California
$8.41M +$69.4K +2,154 +0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.66M -$2.23M -69,129 -26%
LPL Financial
5
LPL Financial
California
$5.07M +$86.3K +2,679 +2%
NA
6
NewEdge Advisors
Louisiana
$4.88M +$1.66M +51,590 +54%
SWM
7
Segment Wealth Management
Texas
$4.33M +$123K +3,830 +3%
Morgan Stanley
8
Morgan Stanley
New York
$3.49M +$209K +6,472 +7%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$2.89M +$115K +3,580 +4%
GSWM
10
Golden State Wealth Management
California
$2.73M +$55.3K +1,716 +2%
CWM
11
Cornerstone Wealth Management
Missouri
$2.59M -$197K -6,107 -7%
Bank of America
12
Bank of America
North Carolina
$1.63M +$45.6K +1,417 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$1.23M +$355K +11,007 +41%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$911K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$735K -$96.9K -3,007 -12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$518K -$89.7K -2,785 -15%
Osaic Holdings
17
Osaic Holdings
Arizona
$361K -$101K -3,150 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$97K
CFGS
19
Concourse Financial Group Securities
Alabama
$73K +$31.2K +968 +77%
UBS Group
20
UBS Group
Switzerland
$42K -$94.5K -2,933 -70%
TRCT
21
Tower Research Capital (TRC)
New York
$7K +$7.09K +220 New
SWM
22
SeaCrest Wealth Management
New York
-$461K -15,346 Closed
PAG
23
Private Advisor Group
New Jersey
-$22K -726 Closed