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Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Overview Fund Activity

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.

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.5M
2
CIC
2
Cornercap Investment Counsel
Georgia
$1.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.01M
4
FTUS
4
Flow Traders U.S.
New York
$646K
5
NA
5
NewEdge Advisors
Louisiana
$5.4M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.29B
2
HI
2
Horizon Investments
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.76M
4
LPL Financial
4
LPL Financial
California
$5.75M
5
BF
5
Brooklyn FI
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.29B 30,151,399 -5,842,529 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.5M 785,300 +188,876 +32%
GSWM
3
Golden State Wealth Management
California
$6.78M 158,878 +5,039 +3%
SWM
4
Segment Wealth Management
Texas
$6.76M 158,318 +2,035 +1%
LPL Financial
5
LPL Financial
California
$5.75M 134,807 -5,716 -4%
NA
6
NewEdge Advisors
Louisiana
$5.4M 126,596 +13,835 +12%
Wells Fargo
7
Wells Fargo
California
$4.68M 109,660 -1,546 -1%
Morgan Stanley
8
Morgan Stanley
New York
$3.76M 88,105 -22,296 -20%
Ameriprise
9
Ameriprise
Minnesota
$2.64M 61,795 -1,516 -2%
Bank of America
10
Bank of America
North Carolina
$2.26M 52,853 +819 +2%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.7M 39,741 -4,440 -10%
CIC
12
Cornercap Investment Counsel
Georgia
$1.7M 39,754 +39,754 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.17M 27,264 +5,450 +25%
Citadel Advisors
14
Citadel Advisors
Florida
$1.01M 23,580 +23,580 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$999K 23,432 +1,514 +7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$911K 21,361 +1,008 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$773K 18,108 – –
FTUS
18
Flow Traders U.S.
New York
$646K 15,130 +15,130 New
UBS Group
19
UBS Group
Switzerland
$500K 11,732 +622 +6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$316K 7,417 -134 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$282K 7,238 -1 -0%
AWS
22
Atria Wealth Solutions
New York
$207K 4,861 +4,861 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$154K 3,613 -858 -19%
CFGS
24
Concourse Financial Group Securities
Alabama
$94K 2,202 – –
GLLW
25
Graves Light Lenhart Wealth
Virginia
$84K 1,961 – –
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