Principal SP & Inc. ETF-USPQDIETF

13F holders, Q4 2024 (December 31)
10holders
0new positions
0sold out
1famous investor
$18.99avg. 13F price*

At the end of Q4 2024, 10 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Principal Financial Group Inc. ($18.9M), Envestnet Asset Management Inc. ($9.8M) and Principal Securities, Inc. ($9.6M). 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

051015 Q1 2024: 10Q1 2024Q2 2024: 9Q2 2024Q3 2024: 10Q3 2024Q4 2024: 10Q4 2024Q1 2025: 9Q1 2025Q2 2025: 10Q2 2025Q3 2025: 8Q3 2025Q4 2025: 13Q4 2025Q1 2026: 13Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 45,201 shares bought and 10,392 shares sold, net +34,809 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 $18.9M
Envestnet Asset Management Inc. 0.00% Add +2.8% 514,273 $9.8M
Principal Securities, Inc. 0.22% Add +3.2% 508,096 $9.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.0% 137,244 $2.6M
Harbor Investment Advisory, LLC 0.05% No change 30,000 $570K
Capital Investment Advisory Services, LLC 0.05% Add +1.9% 28,385 $539K
Jane Street Group, LLC 0.00% Add +26.7% 28,112 $534K
Citadel Advisors 0.00% Reduce -36.6% 18,003 $342K
Osaic Holdings, Inc. 0.00% No change 153 $3K
Morgan Stanley 0.00% No change 1 $30

"% 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.