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Principal Exchange-Traded Funds Principal US Small-Cap ETF

45 hedge funds and large institutions have $748M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
24
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$345K -$334K -6,887 -49%
SWM
27
SeaCrest Wealth Management
New York
$235K +$35.2K +725 +18%
KAS
28
Kestra Advisory Services
Texas
$234K +$234K +4,811 New
Mariner
29
Mariner
Kansas
$227K +$27.8K +572 +14%
AWM
30
Avaii Wealth Management
Wisconsin
$216K +$7.24K +149 +3%
PIA
31
Perennial Investment Advisors
California
$214K +$214K +4,399 New
AG
32
AmeriFlex Group
Nevada
$199K -$2.38K -49 -1%
Comerica Bank
33
Comerica Bank
Texas
$186K
PTC
34
Private Trust Company
Ohio
$119K +$119K +2,451 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$91K -$15.1K -311 -14%
FHA
36
First Horizon Advisors
Tennessee
$47.2K +$47.2K +971 New
CIA
37
Cape Investment Advisory
Georgia
$22.6K +$21.4K +440 +1,692%
CT
38
Clearstead Trust
Maine
$16.6K
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$16.5K +$16.5K +340 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$14.3K +$14.3K +294 New
PB
41
Pinnacle Bancorp
Nebraska
$5.54K
Bank of America
42
Bank of America
North Carolina
$4.86K +$4.86K +100 New
AssetMark Inc
43
AssetMark Inc
California
$3.55K -$1.26K -26 -26%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$501 +$501 +10 New
GWP
45
Gen-Wealth Partners
Michigan
$194 +$194 +4 New
Jane Street
46
Jane Street
New York
-$1.43M -27,938 Closed
VWA
47
Visionary Wealth Advisors
Illinois
-$771K -15,041 Closed
SIM
48
Stratos Investment Management
Ohio
-$204K -3,982 Closed
UBS Group
49
UBS Group
Switzerland
-$71.4K -1,392 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$822 -16 Closed