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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

51 hedge funds and large institutions have $2.66B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

24% more funds holding

Funds holding: 4151 (+10)

4% more capital invested

Capital invested by funds: $2.55B → $2.66B (+$108M)

0.33% more ownership

Funds ownership: 104.57%104.9% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
19
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.92B -$83.9M -1,530,431 -4%
PS
2
Principal Securities
Iowa
$251M +$4.72M +86,008 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$244M +$4.01M +73,043 +2%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$47.4M +$26M +474,173 +133%
LPL Financial
5
LPL Financial
California
$25.2M +$2.91M +53,062 +14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$24.2M -$328K -5,975 -1%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M +$2.42M +44,112 +12%
LC
8
Legacy CG
Texas
$15.5M +$859K +15,667 +6%
RJA
9
Raymond James & Associates
Florida
$14.4M +$425K +7,744 +3%
SWM
10
Segment Wealth Management
Texas
$14.3M -$721K -13,152 -5%
NA
11
NewEdge Advisors
Louisiana
$13.2M -$2.41M -43,963 -16%
Wells Fargo
12
Wells Fargo
California
$11.2M -$1.22M -22,282 -10%
SFS
13
Symphony Financial Services
Ohio
$8.34M +$193K +3,527 +2%
EWA
14
EP Wealth Advisors
California
$7.49M +$7.21M +131,410 New
WA
15
Win Advisors
Florida
$7.01M +$6.75M +123,071 New
JWM
16
Jackson Wealth Management
Florida
$4.49M +$1.68M +30,714 +64%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.87M -$87.7K -1,599 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.66M +$475K +8,654 +23%
KAS
19
Kestra Advisory Services
Texas
$2.65M +$2.55M +46,448 New
CW
20
CreativeOne Wealth
Kansas
$1.63M +$173K +3,158 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.48M -$42.5K -775 -3%
WAOI
22
Wealth Advisors of Iowa
Iowa
$1.26M +$876K +15,977 +262%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.26M -$14K -255 -1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.19M -$64.4K -1,175 -5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.14M -$446K -8,123 -29%