USMC icon

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

Overview Fund Activity

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.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
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
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.21B
2
LPL Financial
2
LPL Financial
California
$12.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.2M
4
OCM
4
One Capital Management
California
$1.61M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.16M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$11.8M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$64.7K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$882K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.21B 27,691,139 +3,800,389 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.2M 1,492,820 +120,191 +9%
LPL Financial
3
LPL Financial
California
$12.1M 276,076 +124,349 +82%
NA
4
NewEdge Advisors
Louisiana
$11.8M 271,158 -30,509 -10%
RJA
5
Raymond James & Associates
Florida
$7.66M 175,404 +14,866 +9%
SWM
6
Segment Wealth Management
Texas
$6.78M 155,315 -762 -0.5%
Wells Fargo
7
Wells Fargo
California
$4.64M 106,389 +6,624 +7%
Morgan Stanley
8
Morgan Stanley
New York
$2.86M 65,398 +10,701 +20%
JWM
9
Jackson Wealth Management
Florida
$2.08M 47,657 -2,805 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.78M 40,828 +4,092 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.73M 39,723 +4,789 +14%
OCM
12
One Capital Management
California
$1.61M 36,984 +36,984 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.16M 26,493 +26,493 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$882K 20,200 -7,195 -26%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$828K 18,971 – –
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$659K 15,102 +15,102 New
KDA
17
Kraft Davis & Associates
Missouri
$532K 11,973 +11,973 New
GS
18
GTS Securities
New York
$495K 11,330 +11,330 New
Osaic Holdings
19
Osaic Holdings
Arizona
$348K 7,988 +1,056 +15%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$282K 6,461 -489 -7%
AWS
21
Atria Wealth Solutions
New York
$217K 4,964 +4,964 New
CFGS
22
Concourse Financial Group Securities
Alabama
$78.5K 1,797 – –
UBS Group
23
UBS Group
Switzerland
$64.7K 1,483 -8,727 -85%
HI
24
Horizon Investments
North Carolina
$23.7K 545 +545 New
VAG
25
VisionPoint Advisory Group
Texas
$4.98K 114 +114 New
1
2