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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

41 hedge funds and large institutions have $2.55B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $2.36B → $2.55B (+$193M)

1.62% more ownership

Funds ownership: 102.95%104.57% (+1.6%)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
3
Increased
20
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.91B +$6.22M +120,831 +0.3%
PS
2
Principal Securities
Iowa
$235M +$28M +544,227 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$228M +$27.2M +529,078 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.4M -$55.4K -1,077 -0.2%
LPL Financial
5
LPL Financial
California
$21.1M -$5.35M -104,019 -21%
Morgan Stanley
6
Morgan Stanley
New York
$20.3M +$1.42M +27,629 +8%
OBWP
7
O'Brien Wealth Partners
Massachusetts
$19.4M +$269K +5,232 +1%
NA
8
NewEdge Advisors
Louisiana
$15M +$113K +2,204 +0.8%
SWM
9
Segment Wealth Management
Texas
$14.3M +$5.89M +114,430 +76%
LC
10
Legacy CG
Texas
$13.9M -$5.47M -106,239 -29%
RJA
11
Raymond James & Associates
Florida
$13.3M +$457K +8,872 +4%
Wells Fargo
12
Wells Fargo
California
$11.9M +$180K +3,491 +2%
SFS
13
Symphony Financial Services
Ohio
$7.9M +$7.35M +142,784 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.77M +$656K +12,743 +22%
JWM
15
Jackson Wealth Management
Florida
$2.6M -$1.64M -31,930 -40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.07M -$128K -2,492 -6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.53M +$413K +8,028 +40%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.45M -$9.57K -186 -0.7%
CW
19
CreativeOne Wealth
Kansas
$1.39M +$790K +15,357 +151%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.26M +$105K +2,036 +10%
GS
21
GTS Securities
New York
$1.22M -$2.22M -43,053 -66%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.21M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.2M +$17.7K +344 +2%
OCM
24
One Capital Management
California
$920K -$146K -2,830 -14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$804K +$27K +525 +4%