Principal Exchange-Traded Funds Principal Value ETF (PY)

• Market cap: $65.3M
• 1 day: 0.18%
• 5 days: 1.33%
• 1 month: -8.22%
• 3 months: -11.55%
• 6 months: -11.47%
• Year to date: -8.81%
• 1 year: 2.34%
• 5 years: 84.51%
• 10 years: 80.51%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

36% more funds holding

Funds holding: 14 [Q3] → 19 (+5) [Q4]

14.42% more ownership

Funds ownership: 139.67% [Q3] → 154.09% (+14.42%) [Q4]

3% more capital invested

Capital invested by funds: $107M [Q3] → $111M (+$3.59M) [Q4]