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

Overview Fund Activity

23 hedge funds and large institutions have $940M invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.86M
3
Citadel Advisors
3
Citadel Advisors
Florida
$904K
4
KDA
4
Kraft Davis & Associates
Missouri
$552K
5
NA
5
NewEdge Advisors
Louisiana
$5.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12M
2
LPL Financial
2
LPL Financial
California
$5.19M
3
SWM
3
Segment Wealth Management
Texas
$5.71M
4
Goldman Sachs
4
Goldman Sachs
New York
$946K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$861M 23,805,414 +4,015 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.8M 1,269,159 +233,228 +23%
SWM
3
Segment Wealth Management
Texas
$5.71M 158,238 -8,330 -5%
NA
4
NewEdge Advisors
Louisiana
$5.5M 308,618 +24,816 +9%
LPL Financial
5
LPL Financial
California
$5.19M 143,870 -11,075 -7%
Wells Fargo
6
Wells Fargo
California
$3.73M 103,470 +825 +0.8%
Morgan Stanley
7
Morgan Stanley
New York
$2.83M 78,592 -2,334 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.86M 51,561 +39,983 +345%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.29M 35,706 -1,619 -4%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.28M 35,449 -1,876 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.15M 31,962 +282 +0.9%
Bank of America
12
Bank of America
North Carolina
$1.12M 30,937 -27,889 -47%
Goldman Sachs
13
Goldman Sachs
New York
$946K 26,233 -7,503 -22%
Citadel Advisors
14
Citadel Advisors
Florida
$904K 25,061 +25,061 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$684K 18,971 -1,422 -7%
UBS Group
16
UBS Group
Switzerland
$606K 16,803 +194 +1%
KDA
17
Kraft Davis & Associates
Missouri
$552K 14,193 +14,193 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$265K 7,357 +105 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$255K 7,035 -5,097 -42%
CFGS
20
Concourse Financial Group Securities
Alabama
$79.7K 2,202 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$65K 1,805 -1,073 -37%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.15K 32 – –
BlackRock
23
BlackRock
New York
– – -32 Closed
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$0 3 – –