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

58 hedge funds and large institutions have $821M 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, 29 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 46 → 58 (+12)

9% more capital invested

Capital invested by funds: $753M → $821M (+$68.6M)

4.17% more ownership

Funds ownership: 106.47% → 110.63% (+4.2%)

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
0.76%
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
29
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$37.7M
2
PS
Principal Securities
Iowa
+$27.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.6M
4
Truist Financial
Truist Financial
North Carolina
+$13.5M
5
LPL Financial
LPL Financial
California
+$9.96M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$133M
2
LC
Legacy CG
Texas
-$15.4M
3
Stifel Financial
Stifel Financial
Missouri
-$1.24M
4
GWM
Greenwich Wealth Management
Connecticut
-$635K
5
Citadel Advisors
Citadel Advisors
Florida
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Smartleaf Asset Management
Massachusetts
$987K +$363K +7,319 +65%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$910K +$33.4K +673 +4%
SPIA
28
Steward Partners Investment Advisory
New York
$871K +$198K +3,981 +32%
MML Investors Services
29
MML Investors Services
Massachusetts
$748K +$696K +14,030 New
KAS
30
Kestra Advisory Services
Texas
$615K +$334K +6,734 +140%
Jane Street
31
Jane Street
New York
$569K +$530K +10,682 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$568K +$57.7K +1,162 +12%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$517K +$481K +9,700 New
VVP
34
Venture Visionary Partners
Ohio
$457K +$425K +8,570 New
GJWM
35
Gilliland Jeter Wealth Management
Arkansas
$435K +$405K +8,165 New
Stifel Financial
36
Stifel Financial
Missouri
$400K -$1.24M -25,040 -77%
PTC
37
Private Trust Company
Ohio
$325K +$181K +3,645 +149%
GWM
38
Greenwich Wealth Management
Connecticut
$300K -$635K -12,791 -69%
CWM
39
Cornerstone Wealth Management
Missouri
$286K +$267K +5,371 New
SWM
40
SeaCrest Wealth Management
New York
$269K +$10.3K +207 +4%
Mariner
41
Mariner
Kansas
$250K +$347 +7 +0.1%
AG
42
AmeriFlex Group
Nevada
$248K +$29K +584 +14%
PIA
43
Perennial Investment Advisors
California
$234K – – –
Comerica Bank
44
Comerica Bank
Texas
$220K +$14.9K +300 +8%
AWM
45
Avaii Wealth Management
Wisconsin
$213K -$22.8K -459 -10%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$104K +$3.72K +75 +4%
AAS
47
Ameritas Advisory Services
Nebraska
$79.1K +$73.6K +1,484 New
FHA
48
First Horizon Advisors
Tennessee
$72.5K +$19.4K +390 +40%
CT
49
Clearstead Trust
Maine
$18.2K – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$16K +$347 +7 +2%
1
2
3

PSC Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q2 2025, worth a combined $821M — up 9.1% from $753M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSC positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Principal Financial Group, cutting an estimated $133M.

  • 58 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $821M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 19 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q2 2025 and 6 closed out, a net change of +13 holders.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q2 2025 was Morgan Stanley, an estimated $37.7M added.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q2 2025 was Principal Financial Group, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2025.