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Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC

Overview Fund Activity

57 hedge funds and large institutions have $817M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.6M
2
PS
2
Principal Securities
Iowa
$120M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M
4
Truist Financial
4
Truist Financial
North Carolina
$14.4M
5
LPL Financial
5
LPL Financial
California
$19.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$308M
2
LC
2
Legacy CG
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.33M
4
Stifel Financial
4
Stifel Financial
Missouri
$400K
5
GWM
5
Greenwich Wealth Management
Connecticut
$300K
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$308M 5,785,181 -2,681,529 -32%
PS
2
Principal Securities
Iowa
$120M 2,247,525 +548,537 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$119M 2,225,457 +353,854 +19%
Morgan Stanley
4
Morgan Stanley
New York
$59.6M 1,118,930 +759,352 +211%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.2M 775,802 +81,301 +12%
Wells Fargo
6
Wells Fargo
California
$35.7M 669,728 +159,108 +31%
Raymond James Financial
7
Raymond James Financial
Florida
$25.2M 472,886 +86,209 +22%
LPL Financial
8
LPL Financial
California
$19.9M 374,310 +200,596 +115%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.1M 282,844 -3,959 -1%
Truist Financial
10
Truist Financial
North Carolina
$14.4M 271,124 +271,124 New
P
11
&Partners
Tennessee
$9.86M 184,881 +39,670 +27%
HCM
12
Hudson Capital Management
New Jersey
$9.32M 174,950 +174,950 New
PA
13
PSI Advisors
Florida
$7.35M 138,032 +138,032 New
GVAG
14
Great Valley Advisor Group
Delaware
$3.83M 71,907 +71,907 New
AWA
15
Arete Wealth Advisors
Illinois
$3.14M 58,970 +26,743 +83%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.79M 52,300 +52,300 New
Osaic Holdings
17
Osaic Holdings
Arizona
$2.33M 45,543 -34,147 -43%
NA
18
NewEdge Advisors
Louisiana
$2.04M 38,369 +6,859 +22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.85M 34,685 +1,636 +5%
IF
20
Integrity Financial
Wyoming
$1.44M 27,084 +27,084 New
SPC
21
Sigma Planning Corp
Michigan
$1.36M 25,576 -5,264 -17%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.28M 23,990 +12,430 +108%
KDA
23
Kraft Davis & Associates
Missouri
$1.18M 22,079 +3,770 +21%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 20,417 +20,417 New
PAG
25
Private Advisor Group
New Jersey
$1.07M 20,053 +3,192 +19%
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