USMC icon

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

Overview Fund Activity

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.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
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
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$235M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$228M
3
SFS
3
Symphony Financial Services
Ohio
$7.9M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.91B
5
SWM
5
Segment Wealth Management
Texas
$14.3M

Top Sellers

1
LC
1
Legacy CG
Texas
$13.9M
2
LPL Financial
2
LPL Financial
California
$21.1M
3
GS
3
GTS Securities
New York
$1.22M
4
JWM
4
Jackson Wealth Management
Florida
$2.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.91B 35,222,823 +120,831 +0.3%
PS
2
Principal Securities
Iowa
$235M 4,325,260 +544,227 +14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$228M 4,211,701 +529,078 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.4M 430,776 -1,077 -0.2%
LPL Financial
5
LPL Financial
California
$21.1M 388,846 -104,019 -21%
Morgan Stanley
6
Morgan Stanley
New York
$20.3M 374,378 +27,629 +8%
OBWP
7
O'Brien Wealth Partners
Massachusetts
$19.4M 356,759 +5,232 +1%
NA
8
NewEdge Advisors
Louisiana
$15M 276,080 +2,204 +0.8%
SWM
9
Segment Wealth Management
Texas
$14.3M 264,437 +114,430 +76%
LC
10
Legacy CG
Texas
$13.9M 256,200 -106,239 -29%
RJA
11
Raymond James & Associates
Florida
$13.3M 244,868 +8,872 +4%
Wells Fargo
12
Wells Fargo
California
$11.9M 219,118 +3,491 +2%
SFS
13
Symphony Financial Services
Ohio
$7.9M 142,784 +142,784 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.77M 69,521 +12,743 +22%
JWM
15
Jackson Wealth Management
Florida
$2.6M 48,007 -31,930 -40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.07M 38,096 -2,492 -6%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.53M 28,178 +8,028 +40%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.45M 26,720 -186 -0.7%
CW
19
CreativeOne Wealth
Kansas
$1.39M 25,523 +15,357 +151%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.26M 23,314 +2,036 +10%
GS
21
GTS Securities
New York
$1.22M 22,449 -43,053 -66%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.21M 22,315 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.2M 22,069 +344 +2%
OCM
24
One Capital Management
California
$920K 16,959 -2,830 -14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$804K 14,825 +525 +4%
1
2