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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

22 hedge funds and large institutions have $875M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

1.11% more ownership

Funds ownership: 86.39%87.49% (+1.1%)

12% less funds holding

Funds holding: 2522 (-3)

26% less capital invested

Capital invested by funds: $1.18B → $875M (-$307M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
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
$805M -$241M -6,350,000 -21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35M +$3.79M +99,883 +11%
NA
3
NewEdge Advisors
Louisiana
$9.58M +$1.23M +32,484 +13%
SWM
4
Segment Wealth Management
Texas
$5.62M +$14K +370 +0.2%
LPL Financial
5
LPL Financial
California
$5.23M +$541K +14,265 +10%
Wells Fargo
6
Wells Fargo
California
$3.47M -$6.9K -182 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.73M -$165K -4,343 -5%
Bank of America
8
Bank of America
North Carolina
$1.99M +$203K +5,339 +10%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$1.26M -$85.6K -2,256 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.26M -$32.5K -856 -2%
Goldman Sachs
11
Goldman Sachs
New York
$1.14M +$1.28M +33,736 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.07M +$142K +3,735 +13%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$688K +$63.1K +1,664 +9%
UBS Group
14
UBS Group
Switzerland
$561K +$178K +4,684 +39%
Osaic Holdings
15
Osaic Holdings
Arizona
$409K +$185K +4,890 +68%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$391K -$1.65M -43,460 -79%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$245K -$3.72K -98 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$97K -$4.3M -113,394 -98%
CFGS
19
Concourse Financial Group Securities
Alabama
$74K
BlackRock
20
BlackRock
New York
$1K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K
Ameriprise
22
Ameriprise
Minnesota
-$2.21M -60,450 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-$1.21M -32,961 Closed
GLLW
24
Graves Light Lenhart Wealth
Virginia
-$72K -1,961 Closed
SWM
25
SeaCrest Wealth Management
New York
-$54K -1,478 Closed