USMC icon

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

Overview Fund Activity

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.

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.14M
3
NA
3
NewEdge Advisors
Louisiana
$9.58M
4
LPL Financial
4
LPL Financial
California
$5.23M
5
Bank of America
5
Bank of America
North Carolina
$1.99M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$805M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$97K
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$391K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$805M 23,801,399 -6,350,000 -21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35M 1,035,931 +99,883 +11%
NA
3
NewEdge Advisors
Louisiana
$9.58M 283,802 +32,484 +13%
SWM
4
Segment Wealth Management
Texas
$5.62M 166,568 +370 +0.2%
LPL Financial
5
LPL Financial
California
$5.23M 154,945 +14,265 +10%
Wells Fargo
6
Wells Fargo
California
$3.47M 102,645 -182 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.73M 80,926 -4,343 -5%
Bank of America
8
Bank of America
North Carolina
$1.99M 58,826 +5,339 +10%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$1.26M 37,325 -2,256 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.26M 37,325 -856 -2%
Goldman Sachs
11
Goldman Sachs
New York
$1.14M 33,736 +33,736 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.07M 31,680 +3,735 +13%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$688K 20,393 +1,664 +9%
UBS Group
14
UBS Group
Switzerland
$561K 16,609 +4,684 +39%
Osaic Holdings
15
Osaic Holdings
Arizona
$409K 12,132 +4,890 +68%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$391K 11,578 -43,460 -79%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$245K 7,252 -98 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$97K 2,878 -113,394 -98%
CFGS
19
Concourse Financial Group Securities
Alabama
$74K 2,202 – –
BlackRock
20
BlackRock
New York
$1K 32 – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K 32 – –
Ameriprise
22
Ameriprise
Minnesota
– – -60,450 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– – -32,961 Closed
GLLW
24
Graves Light Lenhart Wealth
Virginia
– – -1,961 Closed
SWM
25
SeaCrest Wealth Management
New York
– – -1,478 Closed
1
2