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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

29 hedge funds and large institutions have $122M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

41% more capital invested

Capital invested by funds: $86.8M → $122M (+$35.6M)

12% more funds holding

Funds holding: 2629 (+3)

1.48% more ownership

Funds ownership: 4.77%6.25% (+1.5%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Horizon Investments
North Carolina
$33.1M +$32.2M +836,527 New
Principal Financial Group
2
Principal Financial Group
Iowa
$29.9M +$4.58M +118,817 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M +$1.81M +46,961 +20%
Wells Fargo
4
Wells Fargo
California
$8.41M -$470K -12,184 -5%
SWM
5
Segment Wealth Management
Texas
$5.76M +$294K +7,615 +6%
LPL Financial
6
LPL Financial
California
$5.34M -$405K -10,518 -7%
GSWM
7
Golden State Wealth Management
California
$4.81M +$247K +6,411 +6%
NA
8
NewEdge Advisors
Louisiana
$4.69M -$376K -9,760 -8%
Morgan Stanley
9
Morgan Stanley
New York
$4.43M +$47.5K +1,231 +1%
Ameriprise
10
Ameriprise
Minnesota
$3.66M -$2.96M -76,764 -45%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$2.56M -$577K -14,979 -19%
CWM
12
Cornerstone Wealth Management
Missouri
$1.98M -$29.8K -773 -2%
Bank of America
13
Bank of America
North Carolina
$1.9M +$6.82K +177 +0.4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.21M -$2.69M -69,763 -70%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$946K -$37.9K -984 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$932K +$41.5K +1,077 +5%
UBS Group
17
UBS Group
Switzerland
$375K -$26.3K -683 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$302K -$925 -24 -0.3%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$287K +$12.5K +325 +5%
HF
20
HRT Financial
New York
$243K +$237K +6,145 New
Jane Street
21
Jane Street
New York
$214K +$208K +5,389 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$115K -$231 -6 -0.2%
CFGS
23
Concourse Financial Group Securities
Alabama
$100K
Citigroup
24
Citigroup
New York
$79K +$77.1K +2,000 New
GLLW
25
Graves Light Lenhart Wealth
Virginia
$78K