Principal Exchange Traded Fd (IG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Principal Exchange Traded Fd (IG) following the 2026 Q1 hedge fund 13F filings?

As of today, IG has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), IG gained +0.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Principal Exchange Traded Fd (IG)

25 + Investors. Track Smart Money conviction in IG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IG

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

25 hedge funds hold IG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 75% buying

15 buying5 selling

Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 2 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 28% medium ■ 28% new

11 out of 25 hedge funds have held IG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~7 new funds/quarter

3 → 6 → 2 → 5 → 7 new funds/Q

New funds entering each quarter: 6 → 2 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 48% veterans vs 32% newcomers

■ 48% veterans ■ 20% 1-2yr ■ 32% new

Entry-cohort mix of 25 holders: 12 (48%) are 2+ year veterans, 5 entered 1–2 years ago, and 8 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds

8 of 24 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	25	20	25.0%
13F Shares	12M	10M	24.3%
Total Value	$250M	$204M	22.81%
New Positions	7	5	+2
Increased Positions	8	8	-
Closed Positions	2	3	-1
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

25.0%

13F Shares

12M

10M

24.3%

Total Value

$250M

$204M

22.81%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Legacy Financial Independent Advisors LLC	2.57%	239,466	$4.9M
2	Principal Securities, INC.	1.47%	4,852,973	$100.2M
3	Spartan Wealth Advisory Services LLC	0.92%	509,255	$10.5M
4	Insight Wealth Partners, LLC	0.66%	226,628	$4.7M
5	Western Wealth Management, LLC	0.10%	134,126	$2.8M
6	Envestnet Asset Management Inc	0.03%	4,748,867	$98.0M
7	Gladstone Institutional Advisory LLC	0.01%	9,716	$201K
8	Raymond James Financial Inc	0.01%	953,027	$19.7M
9	AlphaCore Capital LLC	0.01%	11,762	$243K
10	Sound Income Strategies, LLC	0.00%	2,441	$50K
11	Mariner, LLC	0.00%	96,224	$2.0M
12	Private Trust Co NA	0.00%	1,000	$21K
13	Smartleaf Asset Management LLC	0.00%	1,523	$31K
14	Principal Financial Group Inc	0.00%	47,103	$969K
15	Royal Bank of Canada	0.00%	76,048	$1.6M
16	Goldman Sachs Group Inc	0.00%	96,715	$2.0M
17	Citadel Advisors LLC	0.00%	54,980	$1.1M
18	IFP Advisors, Inc	0.00%	243	$5K
19	Jane Street Group, LLC	0.00%	36,230	$748K
20	LPL Financial LLC	0.00%	15,500	$320K
21	Pinnacle Bancorp, Inc.	0.00%	13	—
22	Ascentis Independent Advisors	0.00%	25	—
23	Capital Investment Advisory Services, LLC	0.00%	8	—
24	Morgan Stanley	0.00%	2	—
25	Wells Fargo & Company/Mn	0.00%	—	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Principal Exchange Traded Fd (IG)

What does the Smart Money Trend signal show for IG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IG?

More buyers than sellers — 75% buying: Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IG holders?

Elite ownership — 42% AUM from top-100 funds: 8 of 24 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in IG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IG?

44% of holders stayed for 2+ years: 11 out of 25 hedge funds have held IG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Principal Exchange Traded Fd (IG) following the 2026 Q1 hedge fund 13F filings?

As of today, IG has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), IG has gained +0.2% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Principal Exchange Traded Fd (IG)

Smart Money Signals — IG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~7 new funds per quarter

44% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 48% veterans vs 32% newcomers

Elite ownership — 42% AUM from top-100 funds

Institutional Sentiment Summary — IG

Hedge Fund Ownership: IG

Market Analysis: IG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IG

Is It Too Late to Buy Principal Exchange Traded Fd (IG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IG

Statistics: IG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Principal Exchange Traded Fd (IG)

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