Prin Invest Grad Corp. ETF-UiIGETF
13F holders, Q4 2024 (December 31)20holders −2
3new positions
5sold out
1famous investor
$20.34avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Prin Invest Grad Corp. ETF-Ui (IG) in their 13F filings, down 2 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Principal Securities, Inc. ($43.5M), Envestnet Asset Management Inc. ($41.8M) and Raymond James Financial Inc. ($13.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Prin Invest Grad Corp. ETF-Ui
- Filed as
- PRINCIPAL EXCHANGE TRADED FD (Q4 2024)
- CUSIP
- 74255Y821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.5M |
| Exits | 5 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 358,181 shares bought and 172,695 shares sold, net +185,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Principal Securities, Inc. | 0.98% | Add +5.1% | 2,137,920 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.2% | 2,055,356 | $41.8M |
| Raymond James Financial Inc. | 0.01% | — | 673,581 | $13.7M |
| Insight Wealth Partners, LLC | 2.04% | Add +4.6% | 158,301 | $3.2M |
| Western Wealth Management, LLC | 0.15% | Reduce -11.7% | 140,147 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +78.3% | 67,783 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 55,285 | $1.1M |
| Principal Financial Group Inc. | 0.00% | New | 47,103 | $958K |
| Citadel Advisors | 0.00% | New | 42,690 | $868K |
| Mariner, LLC | 0.00% | New | 31,538 | $641K |
| Bank of America Corp. | 0.00% | Add +83.0% | 26,225 | $533K |
| LVZ, Inc. | 0.04% | Add +3.0% | 14,543 | $296K |
| Callan Capital, LLC | 0.02% | No change | 11,762 | $239K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 2,349 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.1% | 1,702 | $35K |
| Morgan Stanley | 0.00% | Reduce -38.9% | 1,505 | $31K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.5% | 919 | $19K |
| Continuum Advisory, LLC | 0.00% | No change | 235 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -87.4% | 183 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is IG's weight in each manager's 13F, not the share of Prin Invest Grad Corp. ETF-Ui the manager owns.