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Principal Healthcare Innovators ETF (BTEC) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Principal Healthcare Innovators ETF (NASDAQ:BTEC)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$640.89K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$405.47K
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BTEC Institutional Buying and Selling by Quarter

Principal Healthcare Innovators ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024Principal Securities Inc.6,332$230K0.0%N/A0.483%
1/16/2024 Raymond James Financial Services Advisors Inc.9,274$337K0.0%-32.3%0.687%
1/9/2024 Elevated Capital Advisors LLC8,275$301K0.1%+3.8%0.613%
11/2/2023Capital Investment Advisory Services LLC3,298$99K0.0%-10.9%0.227%
10/17/2023 Elevated Capital Advisors LLC7,975$240K0.1%+6.0%0.550%
8/18/2023 Elevated Capital Advisors LLC7,526$270K0.1%N/A0.486%
7/28/2023Capital Investment Advisory Services LLC3,702$133K0.0%+42.4%0.239%
7/25/2023 Raymond James Financial Services Advisors Inc.13,735$493K0.0%+10.3%0.886%
5/9/2023Principal Financial Group Inc.846,500$28.15M0.0%-0.4%56.433%
4/26/2023 Valley National Advisers Inc.16,228$572K0.1%+2.9%1.047%
4/21/2023Fortem Financial Group LLC7,994$265K0.2%-90.4%0.516%
4/21/2023Capital Investment Advisory Services LLC2,599$86K0.0%-10.8%0.168%
4/14/2023 Raymond James Financial Services Advisors Inc.12,450$413K0.0%-11.0%0.803%
2/8/2023 Raymond James Financial Services Advisors Inc.13,986$470K0.0%+10.2%0.874%
2/7/2023Richard W. Paul & Associates LLC1,615$54K0.0%N/A0.101%
1/30/2023Concourse Financial Group Securities Inc.4,644$156K0.0%-10.1%0.290%
1/19/2023PSI Advisors LLC5,469$184K0.1%-9.6%0.342%
1/17/2023Fortem Financial Group LLC83,339$2.80M1.6%-11.2%5.209%
1/12/2023 Valley National Advisers Inc.15,773$548K0.1%-6.0%0.986%
11/8/2022 Valley National Advisers Inc.16,779$574K0.1%-5.5%0.987%
11/1/2022Fortem Financial Group LLC93,843$3.23M2.2%+3.4%5.520%
10/25/2022 Raymond James Financial Services Advisors Inc.12,697$436K0.0%-14.4%0.747%
10/20/2022PSI Advisors LLC6,053$208K0.1%-7.3%0.356%
10/6/2022 Elevated Capital Advisors LLC7,403$254K0.1%N/A0.435%
7/25/2022Fortem Financial Group LLC90,761$2.93M1.9%+225.9%5.339%
7/20/2022Macroview Investment Management LLC1,401$45K0.1%-25.0%0.082%
7/15/2022 Valley National Advisers Inc.17,749$633K0.1%+9.8%1.044%
5/9/2022Concourse Financial Group Securities Inc.5,164$204K0.0%+29.9%0.304%
5/6/2022 Valley National Advisers Inc.16,158$640K0.1%-53.0%0.950%
5/2/2022Macroview Investment Management LLC1,867$74K0.1%N/A0.107%
4/27/2022Fortem Financial Group LLC27,851$1.10M0.5%+163.5%1.547%
4/20/2022 Elevated Capital Advisors LLC12,766$505K0.2%N/A0.709%
4/15/2022Creative Financial Designs Inc. ADV1,754$69K0.0%-52.2%0.097%
2/9/2022Principal Financial Group Inc.850,000$40.26M0.0%-37.0%45.946%
2/8/2022 Raymond James Financial Services Advisors Inc.15,481$732K0.0%-21.9%0.837%
2/8/2022 Raymond James & Associates10,595$501K0.0%+10.4%0.558%
2/7/2022Concourse Financial Group Securities Inc.3,976$190K0.0%+13.4%0.209%
2/3/2022Cambridge Investment Research Advisors Inc.5,502$260K0.0%N/A0.290%
2/3/2022Advisor Group Holdings Inc.19,732$934K0.0%+10.1%1.039%
2/1/2022Capital Investment Advisory Services LLC2,692$127K0.0%+14.5%0.142%
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1/31/2022Commonwealth Equity Services LLC4,909$232K0.0%-66.1%0.258%
1/26/2022Creative Financial Designs Inc. ADV3,667$173K0.0%N/A0.193%
1/20/2022Fortem Financial Group LLC10,568$500K0.2%-17.8%0.556%
11/15/2021Flow Traders U.S. LLC4,552$249K0.0%-80.1%0.182%
11/15/2021Royal Bank of Canada72,728$3.97M0.0%+3.8%2.909%
11/12/2021PSI Advisors LLC6,477$354K0.2%+9.7%0.259%
11/10/2021 Valley National Advisers Inc.34,584$1.89M0.3%+11.5%1.383%
11/9/2021Concourse Financial Group Securities Inc.3,506$192K0.0%+14.0%0.140%
11/9/2021Principal Financial Group Inc.1,350,000$73.82M0.0%+3.8%54.000%
11/5/2021Advisor Group Holdings Inc.17,929$980K0.0%+2.9%0.717%
11/2/2021 Raymond James Financial Services Advisors Inc.19,828$1.08M0.0%+57.5%0.793%
10/29/2021Commonwealth Equity Services LLC14,496$791K0.0%-4.7%0.580%
10/28/2021Capital Investment Advisory Services LLC2,352$128K0.0%+89.4%0.094%
10/27/2021Merit Financial Group LLC20,881$1.14M0.1%+1.2%0.835%
10/15/2021Fortem Financial Group LLC12,850$702K0.4%+15.4%0.514%
10/7/2021 Elevated Capital Advisors LLC11,619$635K0.2%N/A0.465%
9/23/2021 Systelligence LLC33,460$2.04M0.5%-16.9%1.287%
8/24/2021Flow Traders U.S. LLC22,874$1.39M0.1%+32.8%0.863%
8/17/2021Merit Financial Group LLC20,630$1.26M0.1%+1.9%0.778%
8/16/2021Royal Bank of Canada70,073$4.27M0.0%+0.9%2.644%
8/16/2021Morgan Stanley151,509$9.22M0.0%+30.7%5.717%
8/13/2021LPL Financial LLC15,453$941K0.0%+10.1%0.583%
8/13/2021Stifel Financial Corp3,641$222K0.0%N/A0.137%
8/11/2021Commonwealth Equity Services LLC15,209$925K0.0%+6.2%0.574%
8/11/2021Susquehanna International Group LLP38,491$2.34M0.0%+711.9%1.452%
8/10/2021PSI Advisors LLC5,906$359K0.2%+11.5%0.223%
8/10/2021Citigroup Inc.2,300$140K0.0%+12.2%0.087%
8/9/2021 Cornerstone Wealth Management LLC17,506$1.07M0.1%+3.1%0.661%
8/2/2021 Valley National Advisers Inc.31,020$1.89M0.3%+17.0%1.171%
5/24/2021Principal Financial Group Inc.1,300,000$75.17M0.1%-3.7%45.614%
5/18/2021Flow Traders U.S. LLC17,223$997K0.1%N/A0.594%
5/18/2021Merit Financial Group LLC20,240$1.17M0.1%N/A0.698%
5/18/2021Morgan Stanley115,937$6.71M0.0%+27,115.3%3.998%
5/18/2021Citadel Advisors LLC32,042$1.84M0.0%+1.0%1.124%
5/17/2021Royal Bank of Canada69,440$4.02M0.0%-7.1%2.394%
5/13/2021Citigroup Inc.2,050$118K0.0%+32.3%0.071%
5/11/2021PSI Advisors LLC5,296$306K0.2%+17.0%0.183%
5/10/2021Kestra Advisory Services LLC32,735$1.89M0.0%N/A1.129%
5/10/2021Principal Financial Group Inc.1,300,000$75.17M0.1%-3.7%44.828%
5/7/2021 Valley National Advisers Inc.26,524$1.54M0.3%N/A0.915%
5/5/2021Capital Investment Advisory Services LLC1,136$66K0.0%N/A0.039%
5/4/2021Commonwealth Equity Services LLC14,315$828K0.0%+23.1%0.494%
4/30/2021 Cornerstone Wealth Management LLC16,976$982K0.1%-32.4%0.585%
4/21/2021 Elevated Capital Advisors LLC11,145$635K0.2%+7.7%0.384%
4/20/2021Fortem Financial Group LLC9,916$574K0.3%N/A0.342%
4/19/2021 International Assets Investment Management LLC1,710$60K0.0%+100.0%0.059%
4/14/2021 Global Retirement Partners LLC596$34K0.0%N/A0.021%
4/5/2021Fulcrum Equity Management5,733$332K0.1%N/A0.201%
3/26/2021Susquehanna International Group LLP40,460$2.38M0.0%N/A1.445%
2/25/2021 Elevated Capital Advisors LLC10,349$608K0.3%+13.8%0.398%
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2/24/2021Bank Julius Baer & Co. Ltd Zurich1,993$117K0.0%N/A0.072%
2/12/2021 Raymond James Financial Services Advisors Inc.9,618$565K0.0%+8.9%0.350%
2/12/2021LPL Financial LLC9,580$563K0.0%N/A0.348%
2/11/2021Citigroup Inc.1,550$91K0.0%N/A0.060%
2/8/2021PSI Advisors LLC4,526$265K0.2%N/A0.174%
2/2/2021Proequities Inc.1,511$89K0.0%+15.5%0.058%
1/30/2021 Cornerstone Wealth Management LLC25,119$1.48M0.2%N/A0.966%
1/22/2021 International Assets Investment Management LLC855$30K0.0%N/A0.033%
11/27/2020 Elevated Capital Advisors LLC9,095$471K0.2%N/A0.343%
11/4/2020 Raymond James Financial Services Advisors Inc.8,833$421K0.0%+14.9%0.393%
(Data available from 1/1/2016 forward)

BTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTEC shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Principal Healthcare Innovators ETF. The most heavily invested institutionals were Principal Financial Group Inc. ($28.15M), Valley National Advisers Inc. ($572K), Raymond James Financial Services Advisors Inc. ($337K), Elevated Capital Advisors LLC ($301K), Fortem Financial Group LLC ($265K), Principal Securities Inc. ($230K), and PSI Advisors LLC ($184K).Learn more on BTEC's institutional investors.

Which institutional investors have been buying Principal Healthcare Innovators ETF stock?

Of the 9 institutional investors that purchased Principal Healthcare Innovators ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fortem Financial Group LLC ($83.28K), Elevated Capital Advisors LLC ($15.68K), Principal Securities Inc. ($6.33K), Raymond James Financial Services Advisors Inc. ($2.57K), Valley National Advisers Inc. ($2.05K), Macroview Investment Management LLC ($1.87K), and Richard W. Paul & Associates LLC ($1.62K).

How much institutional buying is happening at Principal Healthcare Innovators ETF?

Institutional investors have bought a total of 115,678 shares in the last 24 months. This purchase volume represents approximately $7.35M in transactions.

Which Principal Healthcare Innovators ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Healthcare Innovators ETF stock in the last 24 months: Fortem Financial Group LLC ($85.85K), Valley National Advisers Inc. ($20.17K), Raymond James Financial Services Advisors Inc. ($8.10K), Principal Financial Group Inc. ($3.50K), PSI Advisors LLC ($1.06K), Capital Investment Advisory Services LLC ($718.00), and Concourse Financial Group Securities Inc. ($519.00).

How much institutional selling is happening at Principal Healthcare Innovators ETF?

Institutional investors have sold a total of 120,382 shares in the last 24 months. This volume of shares sold represents approximately $8.11M in transactions.


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This page (NASDAQ:BTEC) was last updated on 4/24/2024 by MarketBeat.com Staff

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