Principal Foc Blue Chip ETFBCHPETF
13F holders, Q3 2024 (September 30)7holders +1
3new positions
1sold out
$33.05avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Principal Foc Blue Chip ETF (BCHP) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Principal Securities, Inc. ($58.7M), Envestnet Asset Management Inc. ($48.2M) and Principal Financial Group Inc. ($6.5M).
- Company
- Principal Foc Blue Chip ETF
- CUSIP
- 74255Y714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $543K |
| Exits | 1 | $3K |
All 13F filers, Q2 2024 → Q3 2024: 1,580,095 shares bought and 79 shares sold, net +1,580,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Principal Securities, Inc. | 1.42% | Add +80.1% | 1,777,507 | $58.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +112.8% | 1,458,831 | $48.2M |
| Principal Financial Group Inc. | 0.00% | No change | 198,099 | $6.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 18,435 | $609K |
| Susquehanna International Group, LLP | 0.00% | New | 15,110 | $499K |
| Bank of America Corp. | 0.00% | New | 1,251 | $41K |
| UBS Group AG | 0.00% | New | 58 | $2K |
"% of holder's portfolio" is BCHP's weight in each manager's 13F, not the share of Principal Foc Blue Chip ETF the manager owns.