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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

1.53% more ownership

Funds ownership: 84.86%86.39% (+1.5%)

14% less capital invested

Capital invested by funds: $1.37B → $1.18B (-$186M)

14% less funds holding

Funds holding: 2925 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.1B
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M +$5.94M +150,748 +19%
NA
3
NewEdge Advisors
Louisiana
$9.2M +$4.91M +124,722 +99%
SWM
4
Segment Wealth Management
Texas
$6.08M +$310K +7,880 +5%
LPL Financial
5
LPL Financial
California
$5.15M +$231K +5,873 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.26M +$4.44M +112,659 +3,118%
Wells Fargo
7
Wells Fargo
California
$3.76M -$269K -6,833 -6%
Morgan Stanley
8
Morgan Stanley
New York
$3.12M -$112K -2,836 -3%
Ameriprise
9
Ameriprise
Minnesota
$2.21M -$53K -1,345 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.01M +$1.09M +27,774 +102%
Bank of America
11
Bank of America
North Carolina
$1.96M +$25K +634 +1%
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.45M -$6.3K -160 -0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.4M +$581K +14,749 +63%
Citadel Advisors
14
Citadel Advisors
Florida
$1.21M +$369K +9,381 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.02M +$259K +6,584 +31%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$685K +$24.5K +621 +3%
UBS Group
17
UBS Group
Switzerland
$437K +$7.6K +193 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$269K -$2.64K -67 -0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$264K +$157 +4 +0.1%
CFGS
20
Concourse Financial Group Securities
Alabama
$81K
GLLW
21
Graves Light Lenhart Wealth
Virginia
$72K
SWM
22
SeaCrest Wealth Management
New York
$54K +$58.2K +1,478 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1K -$1.61K -41 -56%
BlackRock
24
BlackRock
New York
$1K
CIC
25
Cornercap Investment Counsel
Georgia
-$1.7M -39,754 Closed