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

Overview Fund Activity

68 hedge funds and large institutions have $2.58B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
32
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32.9M
2
LPL Financial
2
LPL Financial
California
$44.9M
3
Raymond James Financial
3
Raymond James Financial
Florida
$45M
4
Morgan Stanley
4
Morgan Stanley
New York
$32.9M
5
NA
5
NewEdge Advisors
Louisiana
$15.4M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.71B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$231M
3
GM
3
GeoWealth Management
Illinois
$0
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
OBWP
5
O'Brien Wealth Partners
Massachusetts
$52.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.71B 30,081,870 -994,476 -3%
PS
2
Principal Securities
Iowa
$262M 4,368,167 +1,250 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$231M 4,067,575 -157,817 -4%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$52.5M 925,108 -38,653 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$45M 792,091 +112,064 +16%
LPL Financial
6
LPL Financial
California
$44.9M 791,637 +220,891 +39%
Wells Fargo
7
Wells Fargo
California
$32.9M 579,073 +290,736 +101%
Morgan Stanley
8
Morgan Stanley
New York
$32.9M 579,045 +110,009 +23%
LC
9
Legacy CG
Texas
$17.4M 306,802 +5,352 +2%
NA
10
NewEdge Advisors
Louisiana
$15.4M 271,318 +91,444 +51%
SWM
11
Segment Wealth Management
Texas
$14.6M 256,306 +2,800 +1%
BCI
12
Brinker Capital Investments
Pennsylvania
$11.8M 208,248 +62,850 +43%
OPS
13
Orion Portfolio Solutions
Nebraska
$11.8M 208,248 +62,850 +43%
SFS
14
Symphony Financial Services
Ohio
$11.2M 196,930 +46,807 +31%
GSWM
15
Golden State Wealth Management
California
$10.9M 191,599 +6,810 +4%
EWA
16
EP Wealth Advisors
California
$7.41M 130,569 +2,004 +2%
JWM
17
Jackson Wealth Management
Florida
$5.65M 99,534 -23 -0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.16M 73,282 +8,673 +13%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.85M 67,738 +53,816 +387%
MIM
20
Marshall Investment Management
Colorado
$3.84M 67,650 +67,650 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.45M 60,688 +9,858 +19%
KAS
22
Kestra Advisory Services
Texas
$2.96M 52,046 -22,191 -30%
SAM
23
Smartleaf Asset Management
Massachusetts
$2.52M 44,476 +11,383 +34%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.08M 36,631 +21,051 +135%
CW
25
CreativeOne Wealth
Kansas
$2.06M 36,277 +5,793 +19%
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