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

Overview Fund Activity

65 hedge funds and large institutions have $2.7B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
26
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.8M
2
GSWM
2
Golden State Wealth Management
California
$11.1M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$8.73M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$8.73M
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.86B
2
WA
2
Win Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$254M
4
NA
4
NewEdge Advisors
Louisiana
$10.8M
5
PS
5
Principal Securities
Iowa
$262M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.86B 31,076,346 -2,616,046 -8%
PS
2
Principal Securities
Iowa
$262M 4,366,917 -44,351 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$254M 4,225,392 -59,352 -1%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$57.9M 963,761 +132,829 +16%
Raymond James Financial
5
Raymond James Financial
Florida
$40.8M 680,027 +680,027 New
LPL Financial
6
LPL Financial
California
$34.3M 570,746 +128,838 +29%
Morgan Stanley
7
Morgan Stanley
New York
$28.2M 469,036 +50,546 +12%
LC
8
Legacy CG
Texas
$18.1M 301,450 +29,583 +11%
Wells Fargo
9
Wells Fargo
California
$17.3M 288,337 +91,501 +46%
SWM
10
Segment Wealth Management
Texas
$15.2M 253,506 +2,221 +0.9%
GSWM
11
Golden State Wealth Management
California
$11.1M 184,789 +184,789 New
NA
12
NewEdge Advisors
Louisiana
$10.8M 179,874 -52,243 -23%
SFS
13
Symphony Financial Services
Ohio
$9.01M 150,123 +3,812 +3%
BCI
14
Brinker Capital Investments
Pennsylvania
$8.73M 145,398 +145,398 New
OPS
15
Orion Portfolio Solutions
Nebraska
$8.73M 145,398 +145,398 New
EWA
16
EP Wealth Advisors
California
$7.72M 128,565 -2,845 -2%
JWM
17
Jackson Wealth Management
Florida
$5.98M 99,557 +20,836 +26%
GM
18
GeoWealth Management
Illinois
$4.61M 76,840 +76,840 New
ECA
19
Elevation Capital Advisory
Oregon
$4.61M 76,840 +76,840 New
KAS
20
Kestra Advisory Services
Texas
$4.46M 74,237 +27,789 +60%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.88M 64,609 -3,313 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.05M 50,830 +4,080 +9%
WAOI
23
Wealth Advisors of Iowa
Iowa
$2.49M 41,501 +19,417 +88%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.01M 33,543 +7,598 +29%
SAM
25
Smartleaf Asset Management
Massachusetts
$1.99M 33,093 +21,940 +197%
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