USMC icon

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

Overview Fund Activity

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.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.53%
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
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.4M
2
LPL Financial
2
LPL Financial
California
$13.3M
3
JWM
3
Jackson Wealth Management
Florida
$3.53M
4
Jane Street
4
Jane Street
New York
$1.45M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$961K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$63.2M
3
GS
3
GTS Securities
New York
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.19B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$634K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.19B 27,684,799 -6,340 -0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$63.2M 1,474,919 -17,901 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.4M 360,171 +360,171 New
LPL Financial
4
LPL Financial
California
$13.3M 310,942 +34,866 +13%
NA
5
NewEdge Advisors
Louisiana
$11.8M 274,534 +3,376 +1%
RJA
6
Raymond James & Associates
Florida
$7.7M 179,688 +4,284 +2%
SWM
7
Segment Wealth Management
Texas
$6.49M 151,438 -3,877 -2%
Wells Fargo
8
Wells Fargo
California
$4.69M 109,366 +2,977 +3%
JWM
9
Jackson Wealth Management
Florida
$3.53M 82,305 +34,648 +73%
Morgan Stanley
10
Morgan Stanley
New York
$2.84M 66,388 +990 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.34M 54,546 +14,823 +37%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.77M 41,300 +472 +1%
OCM
13
One Capital Management
California
$1.58M 36,984 – –
Jane Street
14
Jane Street
New York
$1.45M 33,868 +33,868 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$961K 22,422 +22,422 New
FEM
16
Fulcrum Equity Management
Texas
$891K 20,809 +20,809 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$800K 18,685 -1,515 -8%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$754K 17,612 +2,510 +17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$634K 14,805 -4,166 -22%
Osaic Holdings
20
Osaic Holdings
Arizona
$573K 13,376 +5,388 +67%
KDA
21
Kraft Davis & Associates
Missouri
$507K 11,973 – –
Citadel Advisors
22
Citadel Advisors
Florida
$468K 10,923 +10,923 New
LCGC
23
Legacy Capital Group California
California
$347K 8,109 +8,109 New
LWM
24
Laidlaw Wealth Management
New York
$312K 7,275 +7,275 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$275K 6,421 -40 -0.6%
1
2