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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

33 hedge funds and large institutions have $1.33B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

22% more funds holding

Funds holding: 2733 (+6)

0.13% less ownership

Funds ownership: 90.99%90.86% (-0.13%)

0% less capital invested

Capital invested by funds: $1.33B → $1.33B (-$4.41M)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.19B -$280K -6,340 -0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$63.2M -$790K -17,901 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.4M +$15.9M +360,171 New
LPL Financial
4
LPL Financial
California
$13.3M +$1.54M +34,866 +13%
NA
5
NewEdge Advisors
Louisiana
$11.8M +$149K +3,376 +1%
RJA
6
Raymond James & Associates
Florida
$7.7M +$189K +4,284 +2%
SWM
7
Segment Wealth Management
Texas
$6.49M -$171K -3,877 -2%
Wells Fargo
8
Wells Fargo
California
$4.69M +$131K +2,977 +3%
JWM
9
Jackson Wealth Management
Florida
$3.53M +$1.53M +34,648 +73%
Morgan Stanley
10
Morgan Stanley
New York
$2.84M +$43.7K +990 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.34M +$654K +14,823 +37%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.77M +$20.8K +472 +1%
OCM
13
One Capital Management
California
$1.58M
Jane Street
14
Jane Street
New York
$1.45M +$1.49M +33,868 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$961K +$989K +22,422 New
FEM
16
Fulcrum Equity Management
Texas
$891K +$918K +20,809 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$800K -$66.8K -1,515 -8%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$754K +$111K +2,510 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$634K -$184K -4,166 -22%
Osaic Holdings
20
Osaic Holdings
Arizona
$573K +$238K +5,388 +67%
KDA
21
Kraft Davis & Associates
Missouri
$507K
Citadel Advisors
22
Citadel Advisors
Florida
$468K +$482K +10,923 New
LCGC
23
Legacy Capital Group California
California
$347K +$358K +8,109 New
LWM
24
Laidlaw Wealth Management
New York
$312K +$321K +7,275 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$275K -$1.76K -40 -0.6%