Principal Exchange-Traded Funds Principal US Small-Cap ETF
25 hedge funds and large institutions have $697M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more funds holding
Funds holding: 22 → 25 (+3)
11% more capital invested
Capital invested by funds: $627M → $697M (+$70.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.96% less ownership
Funds ownership: 107.54% → 106.58% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.14M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.87M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.75M |
| 5 |
Morgan Stanley
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$6.19M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$209K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$29.2K |
| 5 |
JP Morgan Chase
New York
|
-$1.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| – | -$29.2K | -606 | Closed |
|
|
27
JP Morgan Chase
New York
| – | -$1.06K | -22 | Closed |
|
PSC Hedge Fund Activity: Q3 2024 in Review
25 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q3 2024, worth a combined $697M — up 11% from $627M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSC positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.4M. The largest seller was Legacy CG, cutting an estimated $6.19M.
- 25 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q3 2024, up from 22 in Q2 2024.
- Funds reported $697M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q3 2024 was Wells Fargo, an estimated $11.4M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q3 2024 was Legacy CG, an estimated $6.19M sold.
Based on aggregated 13F filings for Q3 2024.