Principal SP & Inc. ETF-USPQDIETF
13F holders, Q3 2024 (September 30)10holders +1
3new positions
2sold out
1famous investor
$19.30avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, up 1 from Q2 2024. 3 opened new positions and 2 sold out. The largest holders were Principal Financial Group Inc. ($19.2M), Envestnet Asset Management Inc. ($9.7M) and Principal Securities, Inc. ($9.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $10.6M |
| Exits | 2 | $213K |
All 13F filers, Q2 2024 → Q3 2024: 1,049,365 shares bought and 11,354 shares sold, net +1,038,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Principal Financial Group Inc. | 0.01% | No change | 995,521 | $19.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 500,170 | $9.7M |
| Principal Securities, Inc. | 0.23% | Add +62074.1% | 492,419 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.4% | 128,270 | $2.5M |
| Harbor Investment Advisory, LLC | 0.06% | Add +20.0% | 30,000 | $579K |
| Citadel Advisors | 0.00% | New | 28,395 | $548K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +5.5% | 27,859 | $538K |
| Jane Street Group, LLC | 0.00% | New | 22,191 | $428K |
| Osaic Holdings, Inc. | 0.00% | No change | 153 | $3K |
| Morgan Stanley | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is PQDI's weight in each manager's 13F, not the share of Principal SP & Inc. ETF-US Inc. the manager owns.