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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

27 hedge funds and large institutions have $1.33B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $1.05B → $1.33B (+$282M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

4% more funds holding

Funds holding: 2627 (+1)

0.54% more ownership

Funds ownership: 90.45%90.99% (+0.54%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.21B +$156M +3,800,389 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.2M +$4.94M +120,191 +9%
LPL Financial
3
LPL Financial
California
$12.1M +$5.11M +124,349 +82%
NA
4
NewEdge Advisors
Louisiana
$11.8M -$1.25M -30,509 -10%
RJA
5
Raymond James & Associates
Florida
$7.66M +$611K +14,866 +9%
SWM
6
Segment Wealth Management
Texas
$6.78M -$31.3K -762 -0.5%
Wells Fargo
7
Wells Fargo
California
$4.64M +$272K +6,624 +7%
Morgan Stanley
8
Morgan Stanley
New York
$2.86M +$440K +10,701 +20%
JWM
9
Jackson Wealth Management
Florida
$2.08M -$115K -2,805 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.78M +$168K +4,092 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.73M +$197K +4,789 +14%
OCM
12
One Capital Management
California
$1.61M +$1.52M +36,984 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.16M +$1.09M +26,493 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$882K -$296K -7,195 -26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$828K
JMPWA
16
JP Morgan Private Wealth Advisors
California
$659K +$620K +15,102 New
KDA
17
Kraft Davis & Associates
Missouri
$532K +$492K +11,973 New
GS
18
GTS Securities
New York
$495K +$465K +11,330 New
Osaic Holdings
19
Osaic Holdings
Arizona
$348K +$43.4K +1,056 +15%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$282K -$20.1K -489 -7%
AWS
21
Atria Wealth Solutions
New York
$217K +$204K +4,964 New
CFGS
22
Concourse Financial Group Securities
Alabama
$78.5K
UBS Group
23
UBS Group
Switzerland
$64.7K -$358K -8,727 -85%
HI
24
Horizon Investments
North Carolina
$23.7K +$22.4K +545 New
VAG
25
VisionPoint Advisory Group
Texas
$4.98K +$4.68K +114 New