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.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.42%
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 Market Value Shares Shares
Change
Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$951M 23,890,750 +85,336 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.6M 1,372,629 +103,470 +8%
NA
3
NewEdge Advisors
Louisiana
$12M 301,667 -6,951 -2%
RJA
4
Raymond James & Associates
Florida
$6.39M 160,538 +160,538 New
SWM
5
Segment Wealth Management
Texas
$6.21M 156,077 -2,161 -1%
LPL Financial
6
LPL Financial
California
$6.04M 151,727 +7,857 +5%
Wells Fargo
7
Wells Fargo
California
$3.97M 99,765 -3,705 -4%
Morgan Stanley
8
Morgan Stanley
New York
$2.18M 54,697 -23,895 -30%
JWM
9
Jackson Wealth Management
Florida
$2.01M 50,462 +50,462 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.46M 36,736 -14,825 -29%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.23M 30,974 -4,475 -13%
Goldman Sachs
12
Goldman Sachs
New York
$1.12M 28,152 +1,919 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.09M 27,395 -4,567 -14%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$755K 18,971
UBS Group
15
UBS Group
Switzerland
$406K 10,210 -6,593 -39%
KAS
16
Kestra Advisory Services
Texas
$283K 7,105 +7,105 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$277K 6,950 -407 -6%
Osaic Holdings
18
Osaic Holdings
Arizona
$276K 6,932 -103 -1%
BF
19
Brooklyn FI
New York
$202K 4,554 +4,554 New
CFGS
20
Concourse Financial Group Securities
Alabama
$71.5K 1,797 -405 -18%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$65K 1,641 -164 -9%
Bank of America
22
Bank of America
North Carolina
$9.16K 230 -30,707 -99%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K 230 +230 New
TRCT
24
Tower Research Capital (TRC)
New York
$7K 171 +171 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.39K 34,934 -772 -2%