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GE   151.21 (-1.13%)
CGC   7.85 (+0.26%)
DIS   111.89 (-0.48%)
AMC   3.12 (+6.85%)
PFE   25.69 (+1.18%)
PYPL   62.09 (-0.02%)
XOM   120.55 (+1.71%)
QQQ   419.50 (-0.92%)
AAPL   165.35 (-1.01%)
MSFT   402.38 (-0.47%)
META   489.14 (-2.52%)
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T   16.31 (-0.12%)
F   12.14 (+0.66%)
MU   108.74 (-2.85%)
GE   151.21 (-1.13%)
CGC   7.85 (+0.26%)
DIS   111.89 (-0.48%)
AMC   3.12 (+6.85%)
PFE   25.69 (+1.18%)
PYPL   62.09 (-0.02%)
XOM   120.55 (+1.71%)
QQQ   419.50 (-0.92%)
AAPL   165.35 (-1.01%)
MSFT   402.38 (-0.47%)
META   489.14 (-2.52%)
GOOGL   154.97 (-0.67%)
AMZN   176.30 (-1.63%)
TSLA   150.47 (+0.36%)
NVDA   824.90 (-2.58%)
AMD   150.72 (-2.81%)
NIO   3.87 (-3.25%)
BABA   68.87 (-0.01%)
T   16.31 (-0.12%)
F   12.14 (+0.66%)
MU   108.74 (-2.85%)
GE   151.21 (-1.13%)
CGC   7.85 (+0.26%)
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Principal Value ETF (PY) Institutional Ownership

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$44.26
+0.30 (+0.68%)
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Institutional Ownership Changes (13F Filings) for Principal Value ETF (NASDAQ:PY)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$59.55M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.36M
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PY Institutional Buying and Selling by Quarter

Principal Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Wealth Enhancement Advisory Services LLC130,729$6.13M0.0%-16.1%9.684%
2/15/2024GTS Securities LLC17,869$775K0.0%+12.7%1.364%
2/13/2024Envestnet Asset Management Inc.593,834$25.76M0.0%+74.4%45.331%
2/9/2024Cambridge Investment Research Advisors Inc.12,788$555K0.0%+22.1%0.976%
2/7/2024Principal Financial Group Inc.238,351$10.34M0.0%N/A18.195%
2/7/2024Principal Securities Inc.611,342$26.52M1.0%N/A46.667%
11/16/2023GTS Securities LLC15,861$625K0.0%-56.2%1.379%
11/13/2023LPL Financial LLC15,823$623K0.0%+20.5%1.376%
11/13/2023Envestnet Asset Management Inc.340,470$13.41M0.0%+17.6%29.606%
10/24/2023Cambridge Investment Research Advisors Inc.10,476$413K0.0%-21.1%0.911%
8/16/2023GTS Securities LLC36,194$1.50M0.0%N/A4.022%
8/4/2023Envestnet Asset Management Inc.289,429$12.02M0.0%+38.9%32.159%
7/31/2023LPL Financial LLC13,132$545K0.0%+17.3%1.459%
7/13/2023Cambridge Investment Research Advisors Inc.13,275$551K0.0%-32.2%1.475%
5/16/2023Susquehanna International Group LLP7,100$287K0.0%-83.7%0.888%
5/15/2023Cetera Investment Advisers12,620$511K0.0%+68.6%1.578%
5/12/2023UBS Group AG2,461$100K0.0%N/A0.308%
5/11/2023Cambridge Investment Research Advisors Inc.19,572$792K0.0%-2.9%2.447%
5/11/2023Envestnet Asset Management Inc.208,332$8.43M0.0%+29.5%26.042%
2/14/2023Susquehanna International Group LLP43,686$1.79M0.0%N/A4.854%
2/14/2023Cetera Investment Advisers7,484$306K0.0%N/A0.832%
2/10/2023Advisor Group Holdings Inc.15,003$613K0.0%+120.4%1.667%
2/8/2023Cambridge Investment Research Advisors Inc.20,147$824K0.0%+2.1%2.239%
2/7/2023Envestnet Asset Management Inc.160,931$6.58M0.0%+27.9%17.881%
2/2/2023Capital Wealth Management LLC48,045$1.97M1.3%+40.0%4.004%
11/10/2022Envestnet Asset Management Inc.125,841$4.62M0.0%+21.7%6.292%
10/28/2022Capital Wealth Management LLC34,329$1.26M1.0%+40.2%1.716%
10/17/2022Cambridge Investment Research Advisors Inc.19,727$725K0.0%+1.7%0.939%
8/18/2022Goldman Sachs Group Inc.17,271$670K0.0%N/A0.406%
8/16/2022Kingsview Wealth Management LLC36,306$1.41M0.1%N/A0.854%
8/15/2022Citadel Advisors LLC12,983$504K0.0%N/A0.305%
8/13/2022Flow Traders U.S. LLC8,103$314K0.0%+37.3%0.191%
8/11/2022UBS Group AG761$30K0.0%+67.6%0.018%
8/9/2022Capital Wealth Management LLC24,482$949K0.7%+211.0%0.576%
8/4/2022Northwestern Mutual Wealth Management Co.7,080$275K0.0%N/A0.167%
8/3/2022Envestnet Asset Management Inc.103,428$4.01M0.0%+30.0%2.434%
7/13/2022Cambridge Investment Research Advisors Inc.19,402$753K0.0%+2.4%0.350%
5/12/2022Cambridge Investment Research Advisors Inc.18,944$840K0.0%+4.8%0.383%
5/10/2022Capital Wealth Management LLC7,873$349K0.2%N/A0.159%
5/4/2022Advisor Group Holdings Inc.9,193$408K0.0%-4.3%0.166%
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5/4/2022Envestnet Asset Management Inc.79,586$3.53M0.0%+46.6%1.434%
2/4/2022Envestnet Asset Management Inc.54,300$2.42M0.0%+77.0%1.975%
2/3/2022Cambridge Investment Research Advisors Inc.18,073$804K0.0%N/A0.657%
2/3/2022Advisor Group Holdings Inc.9,603$427K0.0%+24.8%0.349%
11/5/2021Advisor 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%
8/24/2021Flow Traders U.S. LLC5,900$250K0.0%N/A0.369%
8/4/2021Envestnet Asset Management Inc.6,883$292K0.0%N/A0.430%
8/2/2021Advisor Group Holdings Inc.4,651$197K0.0%N/A0.291%
5/17/2021HRT Financial LP9,741$394K0.0%N/A1.146%
4/13/2021Cardan Capital Partners LLC191,353$7.76M0.9%+47.5%23.919%
2/23/2021Principal Financial Group Inc.1,164,514$39.52M0.0%N/A232.903%
2/8/2021Principal 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%
9/4/2020Principal Financial Group Inc.100,001$2.79M0.0%-15.0%20.000%
8/5/2020Principal Financial Group Inc.100,001$2.79M0.0%-15.0%8.696%
7/15/2020Cardan Capital Partners LLC136,940$3.81M0.5%+9.6%11.908%
5/11/2020Cardan Capital Partners LLC124,905$2.85M0.5%N/A31.226%
5/1/2020UBS Group AG1,300$30K0.0%+44.0%0.325%
2/14/2020UBS Group AG903$31K0.0%N/A0.301%
(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, 17 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. ($25.76M), Principal Financial Group Inc. ($10.34M), Wealth Enhancement Advisory Services LLC ($6.13M), Capital Wealth Management LLC ($1.97M), Kingsview Wealth Management LLC ($1.41M), and GTS Securities LLC ($775K).Learn more on PY's institutional investors.

Which institutional investors have been buying Principal Value ETF stock?

Of the 16 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), Envestnet Asset Management Inc. ($539.53K), Principal Financial Group Inc. ($238.35K), Capital Wealth Management LLC ($48.05K), Susquehanna International Group LLP ($43.69K), GTS Securities LLC ($38.20K), and Kingsview Wealth Management LLC ($36.31K).

How much institutional buying is happening at Principal Value ETF?

Institutional investors have bought a total of 1,627,600 shares in the last 24 months. This purchase volume represents approximately $82.92M 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: Susquehanna International Group LLP ($36.59K), Wealth Enhancement Advisory Services LLC ($25.14K), GTS Securities LLC ($20.33K), Cambridge Investment Research Advisors Inc. ($9.67K), and Advisor Group Holdings Inc. ($410.00).

How much institutional selling is happening at Principal Value ETF?

Institutional investors have sold a total of 92,142 shares in the last 24 months. This volume of shares sold represents approximately $5.40M in transactions.


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This page (NASDAQ:PY) was last updated on 4/19/2024 by MarketBeat.com Staff

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