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

Overview Fund Activity

25 hedge funds and large institutions have $1.18B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.3M
2
NA
2
NewEdge Advisors
Louisiana
$9.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.01M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.4M

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$3.76M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.1B 30,151,399 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M 936,048 +150,748 +19%
NA
3
NewEdge Advisors
Louisiana
$9.2M 251,318 +124,722 +99%
SWM
4
Segment Wealth Management
Texas
$6.08M 166,198 +7,880 +5%
LPL Financial
5
LPL Financial
California
$5.15M 140,680 +5,873 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.26M 116,272 +112,659 +3,118%
Wells Fargo
7
Wells Fargo
California
$3.76M 102,827 -6,833 -6%
Morgan Stanley
8
Morgan Stanley
New York
$3.12M 85,269 -2,836 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.21M 60,450 -1,345 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.01M 55,038 +27,774 +102%
Bank of America
11
Bank of America
North Carolina
$1.96M 53,487 +634 +1%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.45M 39,581 -160 -0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.4M 38,181 +14,749 +63%
Citadel Advisors
14
Citadel Advisors
Florida
$1.21M 32,961 +9,381 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.02M 27,945 +6,584 +31%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$685K 18,729 +621 +3%
UBS Group
17
UBS Group
Switzerland
$437K 11,925 +193 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$269K 7,350 -67 -0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$264K 7,242 +4 +0.1%
CFGS
20
Concourse Financial Group Securities
Alabama
$81K 2,202 – –
GLLW
21
Graves Light Lenhart Wealth
Virginia
$72K 1,961 – –
SWM
22
SeaCrest Wealth Management
New York
$54K 1,478 +1,478 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1K 32 -41 -56%
BlackRock
24
BlackRock
New York
$1K 32 – –
CIC
25
Cornercap Investment Counsel
Georgia
– – -39,754 Closed
1
2