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Principal Millennial Global Growth ETF (GENY) Institutional Ownership

$39.37
0.00 (0.00%)
(As of 07/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Millennial Global Growth ETF (NASDAQ:GENY)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$5.86M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$52.89K
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GENY Institutional Buying and Selling by Quarter

Principal Millennial Global Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2023Envestnet Asset Management Inc.460,167$18.26M0.0%+17.4%153.389%
10/24/2023Cambridge Investment Research Advisors Inc.6,341$252K0.0%-4.9%2.114%
10/23/2023Commonwealth Equity Services LLC16,561$657K0.0%+16.7%5.520%
8/4/2023Envestnet Asset Management Inc.392,119$16.79M0.0%+22.2%56.017%
7/28/2023Capital Investment Advisory Services LLC1,081$46K0.0%+44.3%0.154%
7/20/2023Global Retirement Partners LLC717$31K0.0%-56.6%0.102%
7/13/2023Cambridge Investment Research Advisors Inc.6,666$285K0.0%-25.0%0.952%
5/11/2023Envestnet Asset Management Inc.320,982$13.77M0.0%+26.5%45.855%
2/13/2023Heritage Wealth Management LLC900$35K0.0%+100.0%0.138%
2/8/2023Belpointe Asset Management LLC1,998$77K0.0%N/A0.307%
2/8/2023Cambridge Investment Research Advisors Inc.11,085$426K0.0%-8.2%1.705%
2/7/2023Commonwealth Equity Services LLC9,939$381K0.0%-10.8%1.529%
2/7/2023Envestnet Asset Management Inc.253,675$9.74M0.0%+33.3%39.027%
11/10/2022Envestnet Asset Management Inc.190,279$6.46M0.0%+28.8%29.274%
10/20/2022Koshinski Asset Management Inc.570$202K0.0%N/A0.095%
10/18/2022Koshinski Asset Management Inc.570$202K0.0%N/A0.095%
10/17/2022Cambridge Investment Research Advisors Inc.12,074$410K0.0%-28.8%2.012%
8/3/2022Envestnet Asset Management Inc.147,766$5.82M0.0%+54.6%24.628%
7/21/2022Darrow Company Inc.1,320$51K0.1%N/A0.220%
7/19/2022Commonwealth Equity Services LLC9,214$362K0.0%N/A1.536%
7/13/2022Cambridge Investment Research Advisors Inc.16,946$667K0.0%-9.3%2.824%
5/4/2022Envestnet Asset Management Inc.95,600$4.67M0.0%+67.2%17.382%
2/14/2022LPL Financial LLC130,368$7.52M0.0%+4.0%8.411%
2/11/2022Equitable Holdings Inc.12,890$744K0.0%-6.0%0.832%
2/4/2022Envestnet Asset Management Inc.57,166$3.30M0.0%+85.5%3.688%
2/3/2022Cambridge Investment Research Advisors Inc.24,815$1.43M0.0%+30.9%1.601%
2/3/2022Advisor Group Holdings Inc.1,892$108K0.0%+16.4%0.122%
11/16/2021LPL Financial LLC125,352$7.62M0.0%+10.9%7.835%
11/12/2021Equitable Holdings Inc.13,709$833K0.0%-5.1%0.884%
11/2/2021Cambridge Investment Research Advisors Inc.18,956$1.15M0.0%+3.8%1.223%
10/29/2021Commonwealth Equity Services LLC3,522$214K0.0%+9.3%0.235%
10/28/2021Capital Investment Advisory Services LLC740$45K0.0%+81.8%0.049%
10/26/2021J.W. Cole Advisors Inc.39,289$877K0.1%N/A2.619%
10/12/2021Koshinski Asset Management Inc.570$35K0.0%N/A0.035%
9/23/2021Systelligence LLC103,726$6.91M1.8%+52.8%6.692%
8/13/2021OLD Mission Capital LLC5,959$396K0.0%N/A0.351%
8/13/2021LPL Financial LLC113,005$7.52M0.0%+1,297.9%6.647%
8/11/2021Commonwealth Equity Services LLC3,221$214K0.0%N/A0.189%
8/11/2021Equitable Holdings Inc.14,451$961K0.0%+2.1%0.850%
8/10/2021Cambridge Investment Research Advisors Inc.18,261$1.21M0.0%+26.7%1.074%
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8/4/2021Envestnet Asset Management Inc.7,498$499K0.0%N/A0.441%
8/4/2021Redhawk Wealth Advisors Inc.46,814$3.11M0.7%N/A2.754%
8/2/2021Advisor Group Holdings Inc.1,626$109K0.0%-51.5%0.096%
5/18/2021Flow Traders U.S. LLC5,171$316K0.0%N/A0.313%
5/18/2021Jane Street Group LLC59,938$3.67M0.0%+396.7%2.854%
5/7/2021Cambridge Investment Research Advisors Inc.14,410$881K0.0%+11.3%0.961%
3/30/2021Koshinski Asset Management Inc.30,543$1.24M0.1%N/A2.262%
2/17/2021Jane Street Group LLC12,067$699K0.0%-66.1%1.049%
2/12/2021LPL Financial LLC3,549$206K0.0%N/A0.309%
2/5/2021Koshinski Asset Management Inc.30,543$1.24M0.1%N/A2.656%
2/4/2021Cambridge Investment Research Advisors Inc.12,944$750K0.0%+88.4%1.126%
2/2/2021Koshinski Asset Management Inc.30,543$1.24M0.3%N/A2.656%
11/17/2020Jane Street Group LLC35,603$1.73M0.0%-31.7%2.739%
11/13/2020Equitable Holdings Inc.4,991$243K0.0%N/A0.384%
10/29/2020Cambridge Investment Research Advisors Inc.6,869$334K0.0%+18.8%0.528%
10/9/2020Global Retirement Partners LLC1,818$88K0.0%+26.9%0.140%
9/4/2020Principal Financial Group Inc.200,001$8.57M0.0%-7.8%50.000%
8/17/2020Jane Street Group LLC52,119$2.21M0.0%+229.4%8.687%
8/14/2020Advisor Group Holdings Inc.4,520$193K0.0%-17.0%0.753%
8/5/2020Principal Financial Group Inc.200,001$8.57M0.0%-7.8%33.334%
7/27/2020Cambridge Investment Research Advisors Inc.5,781$248K0.0%N/A0.964%
5/18/2020Advisor Group Holdings Inc.5,445$175K0.0%N/A0.908%
(Data available from 1/1/2016 forward)

GENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GENY shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Principal Millennial Global Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($18.26M), Commonwealth Equity Services LLC ($657K), Cambridge Investment Research Advisors Inc. ($252K), Koshinski Asset Management Inc. ($202K), Belpointe Asset Management LLC ($77K), Darrow Company Inc. ($51K), and Capital Investment Advisory Services LLC ($46K).Learn more on GENY's institutional investors.

Which institutional investors have been buying Principal Millennial Global Growth ETF stock?

The following institutional investors have purchased Principal Millennial Global Growth ETF stock in the last 24 months: Envestnet Asset Management Inc. ($364.57K), Commonwealth Equity Services LLC ($11.58K), Belpointe Asset Management LLC ($2.00K), Darrow Company Inc. ($1.32K), Koshinski Asset Management Inc. ($1.14K), Heritage Wealth Management LLC ($450.00), and Capital Investment Advisory Services LLC ($332.00).

How much institutional buying is happening at Principal Millennial Global Growth ETF?

Institutional investors have bought a total of 381,387 shares in the last 24 months. This purchase volume represents approximately $24.59M in transactions.

Which Principal Millennial Global Growth ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Millennial Global Growth ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($8.41K), Commonwealth Equity Services LLC ($1.21K), and Global Retirement Partners LLC ($934.00).

How much institutional selling is happening at Principal Millennial Global Growth ETF?

Institutional investors have sold a total of 10,551 shares in the last 24 months. This volume of shares sold represents approximately $647.52K in transactions.


This page (NASDAQ:GENY) was last updated on 7/17/2024 by MarketBeat.com Staff

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