Principal Healthcare InnovatBTECETF
13F holders, Q2 2024 (June 30)20holders −1
2new positions
4sold out
1famous investor
$36.45avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Principal Healthcare Innovat (BTEC) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Citadel Advisors ($713K), Raymond James Financial Services Advisors, Inc. ($412K) and Susquehanna International Group, LLP ($378K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal Healthcare Innovat
- CUSIP
- 74255Y409
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8K |
| Exits | 4 | $26.7M |
All 13F filers, Q1 2024 → Q2 2024: 13,461 shares bought and 719,316 shares sold, net −705,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Citadel Advisors | 0.00% | Add +163.8% | 19,556 | $713K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.1% | 11,297 | $412K |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.4% | 10,360 | $378K |
| Morgan Stanley | 0.00% | Reduce -60.5% | 8,372 | $305K |
| Principal Securities, Inc. | 0.01% | Add +6.2% | 6,563 | $239K |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 6,174 | $225K |
| PSI Advisors, LLC | 0.06% | Reduce -5.6% | 4,908 | $179K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 3,465 | $126K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,057 | $111K |
| Osaic Holdings, Inc. | 0.00% | Add +32.1% | 2,859 | $104K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -9.8% | 1,037 | $38K |
| Royal Bank of Canada | 0.00% | Reduce -76.0% | 986 | $36K |
| UBS Group AG | 0.00% | New | 226 | $8K |
| Cwm, LLC | 0.00% | No change | 165 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | — | 123 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 68 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 38 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11 | $406 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $109 |
| Wells Fargo & Company | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is BTEC's weight in each manager's 13F, not the share of Principal Healthcare Innovat the manager owns.