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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

28 hedge funds and large institutions have $1.73B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,216% more capital invested

Capital invested by funds: $131M → $1.73B (+$1.6B)

86.09% more ownership

Funds ownership: 6.52%92.61% (+86%)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2728 (+1)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.6B +$1.5B +35,125,695 +4,046%
HI
2
Horizon Investments
North Carolina
$59M +$21.1M +494,026 +59%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.4M +$9.56M +223,814 +60%
SWM
4
Segment Wealth Management
Texas
$6.92M +$249K +5,822 +4%
GSWM
5
Golden State Wealth Management
California
$6.82M +$572K +13,395 +10%
LPL Financial
6
LPL Financial
California
$6.22M -$246K -5,752 -4%
NA
7
NewEdge Advisors
Louisiana
$5M -$500K -11,699 -9%
Wells Fargo
8
Wells Fargo
California
$4.93M -$4.13M -96,775 -47%
Morgan Stanley
9
Morgan Stanley
New York
$4.89M +$46.9K +1,098 +1%
Ameriprise
10
Ameriprise
Minnesota
$2.81M -$813K -19,045 -23%
Bank of America
11
Bank of America
North Carolina
$2.31M +$73.1K +1,712 +3%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.96M -$736K -17,226 -28%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$971K -$66.3K -1,553 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$968K +$67.9K +1,590 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$902K +$869K +20,353 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$802K -$116K -2,709 -13%
UBS Group
17
UBS Group
Switzerland
$493K +$55.9K +1,310 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$335K +$1.62K +38 +0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$321K +$256 +6 +0.1%
BF
20
Brooklyn FI
New York
$202K +$194K +4,554 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$198K +$67K +1,568 +54%
CFGS
22
Concourse Financial Group Securities
Alabama
$98K
GLLW
23
Graves Light Lenhart Wealth
Virginia
$87K
TRCT
24
Tower Research Capital (TRC)
New York
$5K -$14.3K -335 -75%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4K