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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

89 hedge funds and large institutions have $3.39B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

10% more funds holding

Funds holding: 8189 (+8)

2.01% more ownership

Funds ownership: 103.12%105.14% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

9% less capital invested

Capital invested by funds: $3.74B → $3.39B (-$342M)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
41
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$2.14B -$420M -6,147,175 -16%
PS
2
Principal Securities
Iowa
$306M +$6.23M +91,106 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$292M +$6.53M +95,527 +2%
LPL Financial
4
LPL Financial
California
$96.1M +$5.96M +87,122 +7%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$61.2M -$849K -12,417 -1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$61.2M -$775K -11,326 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$51M -$1.17M -17,078 -2%
Morgan Stanley
8
Morgan Stanley
New York
$47.6M +$2.95M +43,161 +7%
Wells Fargo
9
Wells Fargo
California
$43.8M +$2.98M +43,635 +7%
NA
10
NewEdge Advisors
Louisiana
$21.5M -$9.97M -145,733 -32%
BCI
11
Brinker Capital Investments
Pennsylvania
$21M +$949K +13,878 +5%
OA
12
Oasis Advisors
Iowa
$20.4M +$20.4M +298,317 New
LC
13
Legacy CG
Texas
$20.3M -$855K -12,495 -4%
SWM
14
Segment Wealth Management
Texas
$17.5M -$55.3K -809 -0.3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$16.5M +$5.89M +86,056 +55%
SFS
16
Symphony Financial Services
Ohio
$15.7M +$969K +14,174 +7%
GSWM
17
Golden State Wealth Management
California
$14.2M +$656K +9,587 +5%
WAOI
18
Wealth Advisors of Iowa
Iowa
$14M -$178K -2,600 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$9.82M +$5.25M +76,789 +115%
Two Sigma Investments
20
Two Sigma Investments
New York
$9.65M +$1.68M +24,600 +21%
EWA
21
EP Wealth Advisors
California
$9.14M +$9.13M +133,476 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.89M +$313K +4,583 +4%
EFG
23
Ethos Financial Group
Pennsylvania
$7.66M +$7.65M +111,872 New
ECA
24
Elevation Capital Advisory
Oregon
$6.95M -$1.82M -26,608 -21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.93M +$1.65M +24,175 +39%