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

Overview Fund Activity

58 hedge funds and large institutions have $818M 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, 28 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+13
Holders Change %
+28.89%
% of All Funds
0.78%
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
28
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Smartleaf Asset Management
Massachusetts
$987K +$389K +7,319 +65%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$910K +$35.9K +673 +4%
SPIA
28
Steward Partners Investment Advisory
New York
$871K +$212K +3,981 +32%
MML Investors Services
29
MML Investors Services
Massachusetts
$748K +$748K +14,030 New
KAS
30
Kestra Advisory Services
Texas
$615K +$359K +6,734 +140%
Jane Street
31
Jane Street
New York
$569K +$569K +10,682 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$568K +$62K +1,162 +12%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$517K +$517K +9,700 New
VVP
34
Venture Visionary Partners
Ohio
$457K +$457K +8,570 New
GJWM
35
Gilliland Jeter Wealth Management
Arkansas
$435K +$435K +8,165 New
Stifel Financial
36
Stifel Financial
Missouri
$400K -$1.33M -25,040 -77%
PTC
37
Private Trust Company
Ohio
$325K +$194K +3,645 +149%
GWM
38
Greenwich Wealth Management
Connecticut
$300K -$681K -12,791 -69%
CWM
39
Cornerstone Wealth Management
Missouri
$286K +$286K +5,371 New
SWM
40
SeaCrest Wealth Management
New York
$269K +$11K +207 +4%
Mariner
41
Mariner
Kansas
$250K +$373 +7 +0.1%
AG
42
AmeriFlex Group
Nevada
$248K +$30.9K +584 +14%
PIA
43
Perennial Investment Advisors
California
$234K – – –
Comerica Bank
44
Comerica Bank
Texas
$220K +$16K +300 +8%
AWM
45
Avaii Wealth Management
Wisconsin
$213K -$24.5K -459 -10%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$104K +$4K +75 +4%
AAS
47
Ameritas Advisory Services
Nebraska
$79.1K +$79.1K +1,484 New
FHA
48
First Horizon Advisors
Tennessee
$72.5K +$20.8K +390 +40%
CT
49
Clearstead Trust
Maine
$18.2K – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$16K +$373 +7 +2%
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