We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.33B → $2.05B (+$719M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

9.56% more ownership

Funds ownership: 90.86%100.42% (+9.6%)

6% more funds holding

Funds holding: 3335 (+2)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

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
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.76B +$437M +9,881,752 +36%
PS
2
Principal Securities
Iowa
$78.4M +$74.2M +1,676,822 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$76.7M +$7.34M +165,820 +11%
Morgan Stanley
4
Morgan Stanley
New York
$24.5M +$20.3M +457,498 +689%
LPL Financial
5
LPL Financial
California
$21.8M +$6.87M +155,307 +50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.1M -$744K -16,797 -5%
LC
7
Legacy CG
Texas
$15.4M +$14.6M +329,461 New
NA
8
NewEdge Advisors
Louisiana
$13M -$86.7K -1,958 -0.7%
RJA
9
Raymond James & Associates
Florida
$10.4M +$1.9M +43,036 +24%
Wells Fargo
10
Wells Fargo
California
$10.2M +$4.86M +109,730 +100%
SWM
11
Segment Wealth Management
Texas
$6.98M -$92.8K -2,097 -1%
JWM
12
Jackson Wealth Management
Florida
$3.76M -$85.3K -1,926 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.67M +$116K +2,615 +5%
Goldman Sachs
14
Goldman Sachs
New York
$1.72M +$1.62M +36,695 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.07M +$191K +4,304 +23%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.04M -$4.74K -107 -0.5%
OCM
17
One Capital Management
California
$971K -$718K -16,225 -44%
JP Morgan Chase
18
JP Morgan Chase
New York
$780K +$738K +16,682 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$682K -$9.96K -225 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$655K +$618K +13,955 +23,653%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$613K +$580K +13,100 New
Jane Street
22
Jane Street
New York
$598K -$933K -21,078 -62%
MML Investors Services
23
MML Investors Services
Massachusetts
$461K +$436K +9,852 New
KDA
24
Kraft Davis & Associates
Missouri
$446K -$121K -2,732 -23%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$411K -$1.44M -32,507 -79%