Principal Healthcare InnovatBTECETF
13F holders, Q1 2024 (March 31)21holders
1famous investor
$38.13avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Principal Healthcare Innovat (BTEC) in their 13F filings. The largest holders were Principal Financial Group Inc. ($26.7M), Morgan Stanley ($806K) and Susquehanna International Group, LLP ($489K). 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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6K |
| Exits | 4 | $356K |
Ownership 21 holders
| Principal Financial Group Inc. | 0.02% | Reduce -17.3% | 700,000 | $26.7M |
| Morgan Stanley | 0.00% | Add +2.6% | 21,196 | $806K |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.4% | 12,860 | $489K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +21.6% | 11,282 | $429K |
| Citadel Advisors | 0.00% | Reduce -0.6% | 7,413 | $282K |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 6,233 | $237K |
| Principal Securities, Inc. | 0.01% | Reduce -2.4% | 6,183 | $235K |
| PSI Advisors, LLC | 0.07% | No change | 5,199 | $198K |
| Royal Bank of Canada | 0.00% | Add +19.3% | 4,099 | $156K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +6.1% | 3,465 | $132K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,057 | $116K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 2,165 | $82K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -17.9% | 1,150 | $44K |
| Valley National Advisers Inc. | 0.00% | Reduce -38.3% | 187 | $7K |
| Cwm, LLC | 0.00% | No change | 165 | $6K |
| Bank of America Corp. | 0.00% | New | 156 | $6K |
| Macroview Investment Management LLC | 0.00% | Reduce -56.3% | 73 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 68 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 38 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 11 | $415 |
| Wells Fargo & Company | 0.00% | No change | 1 | $32 |
"% of holder's portfolio" is BTEC's weight in each manager's 13F, not the share of Principal Healthcare Innovat the manager owns.