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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

26 hedge funds and large institutions have $86.8M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

13% more funds holding

Funds holding: 2326 (+3)

3.58% less ownership

Funds ownership: 8.35%4.77% (-3.6%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

42% less capital invested

Capital invested by funds: $150M → $86.8M (-$63M)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
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
$23.4M -$65.8M -1,820,358 -74%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.51M +$689K +19,065 +9%
Wells Fargo
3
Wells Fargo
California
$8.27M -$134K -3,722 -2%
Ameriprise
4
Ameriprise
Minnesota
$6.25M -$6.04M -167,318 -50%
LPL Financial
5
LPL Financial
California
$5.36M -$71.5K -1,978 -1%
SWM
6
Segment Wealth Management
Texas
$5.08M +$48.2K +1,333 +1%
NA
7
NewEdge Advisors
Louisiana
$4.72M -$260K -7,204 -5%
GSWM
8
Golden State Wealth Management
California
$4.24M +$813K +22,514 +24%
Morgan Stanley
9
Morgan Stanley
New York
$4.07M -$172K -4,762 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.7M +$2.43M +67,268 +204%
FTUS
11
Flow Traders U.S.
New York
$3.25M +$3.18M +87,908 New
SSWM
12
Sheets Smith Wealth Management
North Carolina
$2.93M -$329K -9,096 -10%
CWM
13
Cornerstone Wealth Management
Missouri
$1.87M -$1M -27,731 -35%
Bank of America
14
Bank of America
North Carolina
$1.76M -$23.5K -650 -1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$915K +$2.2K +61 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$826K +$72 +2 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$531K +$520K +14,388 New
UBS Group
18
UBS Group
Switzerland
$373K +$192K +5,328 +111%
Osaic Holdings
19
Osaic Holdings
Arizona
$282K -$67.7K -1,874 -20%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$254K +$26.3K +727 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$108K
CFGS
22
Concourse Financial Group Securities
Alabama
$93K
GLLW
23
Graves Light Lenhart Wealth
Virginia
$72K
HI
24
Harbour Investments
Wisconsin
$7K +$7.22K +200 New
SPIA
25
Steward Partners Investment Advisory
New York
$5.91K +$5.78K +160 New