We are live on ! Find out more
USMC icon

Principal Exchange-Traded Funds Principal US Mega-Cap ETF

81 hedge funds and large institutions have $3.74B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $3.28B → $3.74B (+$458M)

7% more funds holding

Funds holding: 7681 (+5)

2.15% more ownership

Funds ownership: 100.97%103.12% (+2.2%)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.06%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
33
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$2.55B +$10.1M +156,816 +0.4%
PS
2
Principal Securities
Iowa
$299M +$24.1M +373,083 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$285M +$23.4M +361,890 +9%
LPL Financial
4
LPL Financial
California
$89.8M +$3.93M +60,714 +5%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$61.8M -$931K -14,383 -2%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$61.7M +$58.5M +904,936 New
Raymond James Financial
7
Raymond James Financial
Florida
$51.9M -$1.81M -28,004 -4%
Morgan Stanley
8
Morgan Stanley
New York
$44.5M +$990K +15,304 +2%
Wells Fargo
9
Wells Fargo
California
$40.7M -$362K -5,591 -0.9%
NA
10
NewEdge Advisors
Louisiana
$31.3M +$9.3M +143,807 +46%
LC
11
Legacy CG
Texas
$21M -$3.75K -58 -0%
BCI
12
Brinker Capital Investments
Pennsylvania
$19.9M +$1.55M +23,898 +9%
SWM
13
Segment Wealth Management
Texas
$17.5M -$7.57K -117 -0%
SFS
14
Symphony Financial Services
Ohio
$14.6M +$178K +2,759 +1%
WAOI
15
Wealth Advisors of Iowa
Iowa
$14.2M +$9.35M +144,585 +229%
GSWM
16
Golden State Wealth Management
California
$13.5M +$182K +2,812 +1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$10.6M +$6.43M +99,385 +177%
ECA
18
Elevation Capital Advisory
Oregon
$8.73M +$8.29M +128,122 New
Two Sigma Investments
19
Two Sigma Investments
New York
$7.94M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.55M +$2.33M +35,990 +48%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.44M +$746K +11,525 +21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.26M +$130K +2,006 +3%
UBS Group
23
UBS Group
Switzerland
$4.06M +$286K +4,427 +8%
MML Investors Services
24
MML Investors Services
Massachusetts
$3.93M -$70.9K -1,096 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.91M +$3.48M +53,848 +1,512%

USMC Hedge Fund Activity: Q3 2025 in Review

81 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) for Q3 2025, worth a combined $3.74B — up 14% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new USMC positions and 10 closed out — a net gain of 8 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $58.5M. The largest seller was Systelligence LLC, exiting entirely with an estimated $4.23M sold.

  • 81 institutional investors held Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $3.74B of Principal Exchange-Traded Funds Principal US Mega-Cap ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Principal Exchange-Traded Funds Principal US Mega-Cap ETF positions in Q3 2025 and 10 closed out, a net change of +8 holders.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $58.5M added.
  • The largest Principal Exchange-Traded Funds Principal US Mega-Cap ETF seller in Q3 2025 was Systelligence LLC, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2025.