Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
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.
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: 27 → 28 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.5B |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$21.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.56M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$869K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$813K |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$736K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$500K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$350K |
USMC Hedge Fund Activity: Q4 2021 in Review
28 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q4 2021, worth a combined $1.73B — up 1,216% from $131M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new USMC positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $1.5B. The largest seller was Wells Fargo, cutting an estimated $4.13M.
- 28 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q4 2021, up from 27 in Q3 2021.
- Funds reported $1.73B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q4 2021, up 1,216% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q4 2021 was Principal Financial Group, an estimated $1.5B added.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q4 2021 was Wells Fargo, an estimated $4.13M sold.
Based on aggregated 13F filings for Q4 2021.