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

Overview Fund Activity

76 hedge funds and large institutions have $3.27B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
12
Increased
39
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$2.33B
2
LPL Financial
LPL Financial
California
$78.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$7.28M
4
SL
Systelligence LLC
Minnesota
$4.23M
5
BCI
Brinker Capital Investments
Pennsylvania
$16.8M

Top Sellers

1
PS
Principal Securities
Iowa
$251M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$239M
3
MIM
Marshall Investment Management
Colorado
$0
4
JWM
Jackson Wealth Management
Florida
$2.64M
5
Osaic Holdings
Osaic Holdings
Arizona
$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$2.33B +$451M +7,210,333 +24%
PS
2
Principal Securities
Iowa
$251M -$22.6M -361,749 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$239M -$15.8M -253,324 -6%
LPL Financial
4
LPL Financial
California
$78.6M +$29.1M +464,654 +59%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.6M -$287K -4,588 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$49.4M -$139K -2,226 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$39.8M +$3.62M +57,823 +10%
Wells Fargo
8
Wells Fargo
California
$37.7M +$1.44M +23,020 +4%
NA
9
NewEdge Advisors
Louisiana
$19.7M +$2.76M +44,148 +16%
LC
10
Legacy CG
Texas
$19.3M +$122K +1,946 +0.6%
BCI
11
Brinker Capital Investments
Pennsylvania
$16.8M +$3.78M +60,344 +29%
SWM
12
Segment Wealth Management
Texas
$16.1M +$57.9K +926 +0.4%
SFS
13
Symphony Financial Services
Ohio
$13.2M +$928K +14,831 +8%
GSWM
14
Golden State Wealth Management
California
$12.2M +$248K +3,965 +2%
EWA
15
EP Wealth Advisors
California
$8.33M +$167K +2,662 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$7.28M +$6.07M +97,000 +500%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.67M +$89.3K +1,427 +2%
SL
18
Systelligence LLC
Minnesota
$4.23M +$4.23M +67,603 New
WAOI
19
Wealth Advisors of Iowa
Iowa
$3.95M +$1.82M +29,098 +86%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.79M -$11.6K -185 -0.3%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.68M +$1.39M +22,152 +60%
GS
22
GTS Securities
New York
$3.53M +$2.44M +38,941 +222%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.52M +$3.52M +56,211 New
UBS Group
24
UBS Group
Switzerland
$3.45M +$1.99M +31,825 +137%
AAS
25
Avantax Advisory Services
Texas
$2.91M +$1.14M +18,302 +65%
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