Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
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.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
27% more funds holding
Funds holding: 51 → 65 (+14)
2% more capital invested
Capital invested by funds: $2.66B → $2.7B (+$40.8M)
0.43% more ownership
Funds ownership: 104.9% → 105.33% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.57M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$8.57M |
| 3 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$7.83M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$154M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$7.01M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.5M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.08M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
-$2.61M |
USMC Hedge Fund Activity: Q4 2024 in Review
65 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q4 2024, worth a combined $2.7B — up 1.5% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new USMC positions and 7 closed out — a net gain of 16 holders — while 26 added to existing stakes and 11 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $8.57M. The largest seller was Principal Financial Group, cutting an estimated $154M.
- 65 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $2.7B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
- 23 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q4 2024 and 7 closed out, a net change of +16 holders.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q4 2024 was Brinker Capital Investments, an estimated $8.57M added.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q4 2024 was Principal Financial Group, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2024.