We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

26 hedge funds and large institutions have $1.05B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 2326 (+3)

12% more capital invested

Capital invested by funds: $940M → $1.05B (+$111M)

1.57% more ownership

Funds ownership: 88.87%90.45% (+1.6%)

71% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 14

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$951M +$3.23M +85,336 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.6M +$3.92M +103,470 +8%
NA
3
NewEdge Advisors
Louisiana
$12M -$263K -6,951 -2%
RJA
4
Raymond James & Associates
Florida
$6.39M +$6.08M +160,538 New
SWM
5
Segment Wealth Management
Texas
$6.21M -$81.9K -2,161 -1%
LPL Financial
6
LPL Financial
California
$6.04M +$298K +7,857 +5%
Wells Fargo
7
Wells Fargo
California
$3.97M -$140K -3,705 -4%
Morgan Stanley
8
Morgan Stanley
New York
$2.18M -$906K -23,895 -30%
JWM
9
Jackson Wealth Management
Florida
$2.01M +$1.91M +50,462 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.46M -$562K -14,825 -29%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.23M -$170K -4,475 -13%
Goldman Sachs
12
Goldman Sachs
New York
$1.12M +$72.7K +1,919 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M -$173K -4,567 -14%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$755K
UBS Group
15
UBS Group
Switzerland
$406K -$250K -6,593 -39%
KAS
16
Kestra Advisory Services
Texas
$283K +$269K +7,105 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$277K -$15.4K -407 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$276K -$3.9K -103 -1%
BF
19
Brooklyn FI
New York
$202K +$173K +4,554 New
CFGS
20
Concourse Financial Group Securities
Alabama
$71.5K -$15.4K -405 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$65K -$6.22K -164 -9%
Bank of America
22
Bank of America
North Carolina
$9.15K -$1.16M -30,707 -99%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.72K +230 New
TRCT
24
Tower Research Capital (TRC)
New York
$7K +$6.48K +171 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.39K -$29.3K -772 -2%