Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / FOCUSED BLUE CHI
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Number of holders
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6
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Total 13F shares, excl. options
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1.44M
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Shares change
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+534K
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Total reported value, excl. options
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$41M
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Value change
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+$15.2M
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Number of buys
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4
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Price
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$28.49
Significant Holders of PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) as of Q4 2023
6 filings reported holding BCHP - PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI as of Q4 2023.
PRINCIPAL EXCHANGE TRADED FD - FOCUSED BLUE CHI (BCHP) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.44M shares
.
Largest 6 shareholders include PRINCIPAL SECURITIES, INC. (706K shares), ENVESTNET ASSET MANAGEMENT INC (512K shares), PRINCIPAL FINANCIAL GROUP INC (198K shares), CITADEL ADVISORS LLC (13.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (8.24K shares), and BENJAMIN F. EDWARDS & COMPANY, INC. (182 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.