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

Overview Fund Activity

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.

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
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$3.25M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.7M
3
GSWM
3
Golden State Wealth Management
California
$4.24M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$531K

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$23.4M
2
Ameriprise
2
Ameriprise
Minnesota
$6.25M
3
CWM
3
Cornerstone Wealth Management
Missouri
$1.87M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$23.4M 632,815 -1,820,358 -74%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.51M 230,596 +19,065 +9%
Wells Fargo
3
Wells Fargo
California
$8.27M 223,944 -3,722 -2%
Ameriprise
4
Ameriprise
Minnesota
$6.25M 169,184 -167,318 -50%
LPL Financial
5
LPL Financial
California
$5.36M 145,051 -1,978 -1%
SWM
6
Segment Wealth Management
Texas
$5.08M 137,506 +1,333 +1%
NA
7
NewEdge Advisors
Louisiana
$4.72M 127,892 -7,204 -5%
GSWM
8
Golden State Wealth Management
California
$4.24M 114,743 +22,514 +24%
Morgan Stanley
9
Morgan Stanley
New York
$4.07M 110,363 -4,762 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.7M 100,277 +67,268 +204%
FTUS
11
Flow Traders U.S.
New York
$3.25M 87,908 +87,908 New
SSWM
12
Sheets Smith Wealth Management
North Carolina
$2.93M 79,440 -9,096 -10%
CWM
13
Cornerstone Wealth Management
Missouri
$1.87M 50,606 -27,731 -35%
Bank of America
14
Bank of America
North Carolina
$1.76M 47,762 -650 -1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$915K 24,801 +61 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$826K 22,388 +2 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$531K 14,388 +14,388 New
UBS Group
18
UBS Group
Switzerland
$373K 10,113 +5,328 +111%
Osaic Holdings
19
Osaic Holdings
Arizona
$282K 7,633 -1,874 -20%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$254K 6,890 +727 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$108K 2,914 – –
CFGS
22
Concourse Financial Group Securities
Alabama
$93K 2,526 – –
GLLW
23
Graves Light Lenhart Wealth
Virginia
$72K 1,961 – –
HI
24
Harbour Investments
Wisconsin
$7K 200 +200 New
SPIA
25
Steward Partners Investment Advisory
New York
$5.91K 160 +160 New
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