Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
70 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 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 9 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more funds holding
Funds holding: 65 → 70 (+5)
4% less capital invested
Capital invested by funds: $2.7B → $2.58B (-$120M)
2.46% less ownership
Funds ownership: 105.33% → 102.87% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.3M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.72M |
| 4 |
Morgan Stanley
New York
|
+$6.6M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$59.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.47M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.61M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.61M |
| 5 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$2.32M |
USMC Hedge Fund Activity: Q1 2025 in Review
70 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q1 2025, worth a combined $2.58B — down 4.4% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new USMC positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $17.4M. The largest seller was Principal Financial Group, cutting an estimated $59.7M.
- 70 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q1 2025, up from 65 in Q4 2024.
- Funds reported $2.58B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q1 2025, down 4.4% quarter-over-quarter.
- 15 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q1 2025 and 9 closed out, a net change of +6 holders.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q1 2025 was Wells Fargo, an estimated $17.4M added.
- The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q1 2025 was Principal Financial Group, an estimated $59.7M sold.
Based on aggregated 13F filings for Q1 2025.