We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more capital invested

Capital invested by funds: $875M → $940M (+$64.9M)

5% more funds holding

Funds holding: 2223 (+1)

1.38% more ownership

Funds ownership: 87.49%88.87% (+1.4%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$861M +$145K +4,015 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.8M +$8.44M +233,228 +23%
SWM
3
Segment Wealth Management
Texas
$5.71M -$301K -8,330 -5%
NA
4
NewEdge Advisors
Louisiana
$5.5M +$898K +24,816 +9%
LPL Financial
5
LPL Financial
California
$5.19M -$401K -11,075 -7%
Wells Fargo
6
Wells Fargo
California
$3.73M +$29.8K +825 +0.8%
Morgan Stanley
7
Morgan Stanley
New York
$2.83M -$84.4K -2,334 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.86M +$1.45M +39,983 +345%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.29M -$58.6K -1,619 -4%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.28M -$67.9K -1,876 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.15M +$10.2K +282 +0.9%
Bank of America
12
Bank of America
North Carolina
$1.12M -$1.01M -27,889 -47%
Goldman Sachs
13
Goldman Sachs
New York
$946K -$271K -7,503 -22%
Citadel Advisors
14
Citadel Advisors
Florida
$904K +$907K +25,061 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$684K -$51.4K -1,422 -7%
UBS Group
16
UBS Group
Switzerland
$606K +$7.02K +194 +1%
KDA
17
Kraft Davis & Associates
Missouri
$552K +$513K +14,193 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$265K +$3.8K +105 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$255K -$184K -5,097 -42%
CFGS
20
Concourse Financial Group Securities
Alabama
$79.7K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$65K -$38.8K -1,073 -37%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.15K
BlackRock
23
BlackRock
New York
-$1K -32 Closed