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Principal Value ETF (PY) Institutional Ownership

-0.54 (-1.18%)
(As of 02:07 PM ET)

Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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PY Institutional Buying and Selling by Quarter

Principal Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Principal Financial Group Inc.260,919$12.23M0.0%+9.5%19.045%
4/16/2024 Wealth Enhancement Advisory Services LLC130,729$6.13M0.0%-16.1%9.684%
2/7/2024 Principal Financial Group Inc.238,351$10.34M0.0%N/A18.195%
2/7/2024 Principal Securities Inc.611,342$26.52M1.0%N/A46.667%
11/13/2023 Envestnet Asset Management Inc.340,470$13.41M0.0%+17.6%29.606%
10/24/2023 Cambridge Investment Research Advisors Inc.10,476$413K0.0%-21.1%0.911%
8/4/2023 Envestnet Asset Management Inc.289,429$12.02M0.0%+38.9%32.159%
7/31/2023 LPL Financial LLC13,132$545K0.0%+17.3%1.459%
7/13/2023 Cambridge Investment Research Advisors Inc.13,275$551K0.0%-32.2%1.475%
5/11/2023 Envestnet Asset Management Inc.208,332$8.43M0.0%+29.5%26.042%
2/8/2023 Cambridge Investment Research Advisors Inc.20,147$824K0.0%+2.1%2.239%
2/7/2023 Envestnet Asset Management Inc.160,931$6.58M0.0%+27.9%17.881%
2/2/2023 Capital Wealth Management LLC48,045$1.97M1.3%+40.0%4.004%
11/10/2022 Envestnet Asset Management Inc.125,841$4.62M0.0%+21.7%6.292%
10/28/2022 Capital Wealth Management LLC34,329$1.26M1.0%+40.2%1.716%
10/17/2022 Cambridge Investment Research Advisors Inc.19,727$725K0.0%+1.7%0.939%
8/16/2022 Kingsview Wealth Management LLC36,306$1.41M0.1%N/A0.854%
8/13/2022 Flow Traders U.S. LLC8,103$314K0.0%+37.3%0.191%
8/9/2022 Capital Wealth Management LLC24,482$949K0.7%+211.0%0.576%
8/4/2022 Northwestern Mutual Wealth Management Co.7,080$275K0.0%N/A0.167%
8/3/2022 Envestnet Asset Management Inc.103,428$4.01M0.0%+30.0%2.434%
7/13/2022 Cambridge Investment Research Advisors Inc.19,402$753K0.0%+2.4%0.350%
5/10/2022 Capital Wealth Management LLC7,873$349K0.2%N/A0.159%
5/4/2022 Envestnet Asset Management Inc.79,586$3.53M0.0%+46.6%1.434%
2/4/2022 Envestnet Asset Management Inc.54,300$2.42M0.0%+77.0%1.975%
2/3/2022 Cambridge Investment Research Advisors Inc.18,073$804K0.0%N/A0.657%
2/3/2022 Advisor Group Holdings Inc.9,603$427K0.0%+24.8%0.349%
11/5/2021 Advisor Group Holdings Inc.7,694$324K0.0%+65.4%0.699%
10/25/2021Cardan Capital Partners LLC203,530$8.58M1.0%+1.6%17.698%
8/24/2021 Flow Traders U.S. LLC5,900$250K0.0%N/A0.369%
8/4/2021 Envestnet Asset Management Inc.6,883$292K0.0%N/A0.430%
8/2/2021 Advisor Group Holdings Inc.4,651$197K0.0%N/A0.291%
5/17/2021 HRT Financial LP9,741$394K0.0%N/A1.146%
4/13/2021Cardan Capital Partners LLC191,353$7.76M0.9%+47.5%23.919%
2/23/2021 Principal Financial Group Inc.1,164,514$39.52M0.0%N/A232.903%
2/8/2021 Principal Financial Group Inc.1,164,514$39.52M0.0%N/A232.903%
1/27/2021Cardan Capital Partners LLC129,768$4.36M0.5%+4.8%28.837%
11/5/2020Cardan Capital Partners LLC123,816$3.43M0.5%-9.6%24.763%
9/4/2020 Principal Financial Group Inc.100,001$2.79M0.0%-15.0%20.000%
8/5/2020 Principal Financial Group Inc.100,001$2.79M0.0%-15.0%8.696%
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7/15/2020Cardan Capital Partners LLC136,940$3.81M0.5%+9.6%11.908%
5/1/2020 UBS Group AG1,300$30K0.0%+44.0%0.325%
(Data available from 1/1/2016 forward)

PY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PY shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Principal Value ETF. The most heavily invested institutionals were Principal Securities Inc. ($26.52M), Envestnet Asset Management Inc. ($13.41M), Principal Financial Group Inc. ($12.23M), Wealth Enhancement Advisory Services LLC ($6.13M), Capital Wealth Management LLC ($1.97M), Kingsview Wealth Management LLC ($1.41M), and LPL Financial LLC ($545K).Learn more on PY's institutional investors.

Which institutional investors have been buying Principal Value ETF stock?

Of the 9 institutional investors that purchased Principal Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($611.34K), Principal Financial Group Inc. ($260.92K), Envestnet Asset Management Inc. ($260.88K), Capital Wealth Management LLC ($40.17K), Kingsview Wealth Management LLC ($36.31K), Northwestern Mutual Wealth Management Co. ($7.08K), and Flow Traders U.S. LLC ($2.20K).

How much institutional buying is happening at Principal Value ETF?

Institutional investors have bought a total of 1,222,045 shares in the last 24 months. This purchase volume represents approximately $60.34M in transactions.

Which Principal Value ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Value ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($25.14K), and Cambridge Investment Research Advisors Inc. ($9.10K).

How much institutional selling is happening at Principal Value ETF?

Institutional investors have sold a total of 34,238 shares in the last 24 months. This volume of shares sold represents approximately $1.55M in transactions.

This page (NASDAQ:PY) was last updated on 5/23/2024 by Staff

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