USMC icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.6B 35,993,928 +35,125,695 +4,046%
HI
2
Horizon Investments
North Carolina
$59M 1,332,218 +494,026 +59%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.4M 596,424 +223,814 +60%
SWM
4
Segment Wealth Management
Texas
$6.92M 156,283 +5,822 +4%
GSWM
5
Golden State Wealth Management
California
$6.82M 153,839 +13,395 +10%
LPL Financial
6
LPL Financial
California
$6.23M 140,523 -5,752 -4%
NA
7
NewEdge Advisors
Louisiana
$5M 112,761 -11,699 -9%
Wells Fargo
8
Wells Fargo
California
$4.93M 111,206 -96,775 -47%
Morgan Stanley
9
Morgan Stanley
New York
$4.89M 110,401 +1,098 +1%
Ameriprise
10
Ameriprise
Minnesota
$2.81M 63,311 -19,045 -23%
Bank of America
11
Bank of America
North Carolina
$2.31M 52,034 +1,712 +3%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.96M 44,181 -17,226 -28%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$971K 21,918 -1,553 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$968K 21,814 +1,590 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$902K 20,353 +20,353 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$802K 18,108 -2,709 -13%
UBS Group
17
UBS Group
Switzerland
$493K 11,110 +1,310 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$335K 7,551 +38 +0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$321K 7,239 +6 +0.1%
BF
20
Brooklyn FI
New York
$202K 4,554 +4,554 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$198K 4,471 +1,568 +54%
CFGS
22
Concourse Financial Group Securities
Alabama
$98K 2,202
GLLW
23
Graves Light Lenhart Wealth
Virginia
$87K 1,961
TRCT
24
Tower Research Capital (TRC)
New York
$5K 110 -335 -75%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4K 96