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

Overview Fund Activity

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.

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.74%
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
–

Top Buyers

1
OBWP
1
O'Brien Wealth Partners
Massachusetts
$47.4M
2
EWA
2
EP Wealth Advisors
California
$7.49M
3
WA
3
Win Advisors
Florida
$7.01M
4
PS
4
Principal Securities
Iowa
$251M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$244M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.92B
2
NA
2
NewEdge Advisors
Louisiana
$13.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36K
4
Wells Fargo
4
Wells Fargo
California
$11.2M
5
GS
5
GTS Securities
New York
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.92B 33,692,392 -1,530,431 -4%
PS
2
Principal Securities
Iowa
$251M 4,411,268 +86,008 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$244M 4,284,744 +73,043 +2%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$47.4M 830,932 +474,173 +133%
LPL Financial
5
LPL Financial
California
$25.2M 441,908 +53,062 +14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$24.2M 424,801 -5,975 -1%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M 418,490 +44,112 +12%
LC
8
Legacy CG
Texas
$15.5M 271,867 +15,667 +6%
RJA
9
Raymond James & Associates
Florida
$14.4M 252,612 +7,744 +3%
SWM
10
Segment Wealth Management
Texas
$14.3M 251,285 -13,152 -5%
NA
11
NewEdge Advisors
Louisiana
$13.2M 232,117 -43,963 -16%
Wells Fargo
12
Wells Fargo
California
$11.2M 196,836 -22,282 -10%
SFS
13
Symphony Financial Services
Ohio
$8.34M 146,311 +3,527 +2%
EWA
14
EP Wealth Advisors
California
$7.49M 131,410 +131,410 New
WA
15
Win Advisors
Florida
$7.01M 123,071 +123,071 New
JWM
16
Jackson Wealth Management
Florida
$4.49M 78,721 +30,714 +64%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.87M 67,922 -1,599 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.66M 46,750 +8,654 +23%
KAS
19
Kestra Advisory Services
Texas
$2.65M 46,448 +46,448 New
CW
20
CreativeOne Wealth
Kansas
$1.63M 28,681 +3,158 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.48M 25,945 -775 -3%
WAOI
22
Wealth Advisors of Iowa
Iowa
$1.26M 22,084 +15,977 +262%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.26M 22,060 -255 -1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.19M 20,894 -1,175 -5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.14M 20,055 -8,123 -29%
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