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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

29 hedge funds and large institutions have $1.37B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2829 (+1)

7.75% less ownership

Funds ownership: 92.61%84.86% (-7.8%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

21% less capital invested

Capital invested by funds: $1.73B → $1.37B (-$359M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.29B -$245M -5,842,529 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.5M +$7.92M +188,876 +32%
GSWM
3
Golden State Wealth Management
California
$6.78M +$211K +5,039 +3%
SWM
4
Segment Wealth Management
Texas
$6.75M +$85.3K +2,035 +1%
LPL Financial
5
LPL Financial
California
$5.75M -$240K -5,716 -4%
NA
6
NewEdge Advisors
Louisiana
$5.4M +$580K +13,835 +12%
Wells Fargo
7
Wells Fargo
California
$4.68M -$64.8K -1,546 -1%
Morgan Stanley
8
Morgan Stanley
New York
$3.76M -$935K -22,296 -20%
Ameriprise
9
Ameriprise
Minnesota
$2.64M -$63.5K -1,516 -2%
Bank of America
10
Bank of America
North Carolina
$2.25M +$34.3K +819 +2%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.7M -$186K -4,440 -10%
CIC
12
Cornercap Investment Counsel
Georgia
$1.7M +$1.67M +39,754 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.17M +$228K +5,450 +25%
Citadel Advisors
14
Citadel Advisors
Florida
$1.01M +$988K +23,580 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$999K +$63.5K +1,514 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$911K +$42.3K +1,008 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$773K
FTUS
18
Flow Traders U.S.
New York
$646K +$634K +15,130 New
UBS Group
19
UBS Group
Switzerland
$500K +$26.1K +622 +6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$316K -$5.62K -134 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$282K -$42 -1 -0%
AWS
22
Atria Wealth Solutions
New York
$207K +$204K +4,861 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$154K -$36K -858 -19%
CFGS
24
Concourse Financial Group Securities
Alabama
$94K
GLLW
25
Graves Light Lenhart Wealth
Virginia
$84K