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

Overview Fund Activity

35 hedge funds and large institutions have $2.05B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
9
Increased
11
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.76B
2
PS
2
Principal Securities
Iowa
$78.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.5M
4
LC
4
Legacy CG
Texas
$15.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$76.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$411K
2
Jane Street
2
Jane Street
New York
$598K
3
FEM
3
Fulcrum Equity Management
Texas
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.1M
5
OCM
5
One Capital Management
California
$971K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.76B 37,566,551 +9,881,752 +36%
PS
2
Principal Securities
Iowa
$78.4M 1,676,822 +1,676,822 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.7M 1,640,739 +165,820 +11%
Morgan Stanley
4
Morgan Stanley
New York
$24.5M 523,886 +457,498 +689%
LPL Financial
5
LPL Financial
California
$21.8M 466,249 +155,307 +50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.1M 343,374 -16,797 -5%
LC
7
Legacy CG
Texas
$15.4M 329,461 +329,461 New
NA
8
NewEdge Advisors
Louisiana
$13M 272,576 -1,958 -0.7%
RJA
9
Raymond James & Associates
Florida
$10.4M 222,724 +43,036 +24%
Wells Fargo
10
Wells Fargo
California
$10.2M 219,096 +109,730 +100%
SWM
11
Segment Wealth Management
Texas
$6.98M 149,341 -2,097 -1%
JWM
12
Jackson Wealth Management
Florida
$3.76M 80,379 -1,926 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.67M 57,161 +2,615 +5%
Goldman Sachs
14
Goldman Sachs
New York
$1.72M 36,695 +36,695 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.08M 22,989 +4,304 +23%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.04M 22,315 -107 -0.5%
OCM
17
One Capital Management
California
$971K 20,759 -16,225 -44%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$780K 16,682 +16,682 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$682K 14,580 -225 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$655K 14,014 +13,955 +23,653%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$613K 13,100 +13,100 New
Jane Street
22
Jane Street
New York
$598K 12,790 -21,078 -62%
MML Investors Services
23
MML Investors Services
Massachusetts
$461K 9,852 +9,852 New
KDA
24
Kraft Davis & Associates
Missouri
$446K 9,241 -2,732 -23%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$411K 8,793 -32,507 -79%
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