Principal Exchange-Traded Funds Principal US Small-Cap ETF
46 hedge funds and large institutions have $753M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 5 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
15% more funds holding
Funds holding: 40 → 46 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $785M → $753M (-$32M)
2.58% less ownership
Funds ownership: 109.05% → 106.47% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.1M |
| 3 |
Morgan Stanley
New York
|
+$6.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.24M |
| 5 |
LC
Legacy CG
Plano,
Texas
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$49.4M |
| 2 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$2.12M |
| 3 |
Jane Street
New York
|
-$1.43M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$771K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$822 | -16 | Closed |
|
PSC Hedge Fund Activity: Q1 2025 in Review
46 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q1 2025, worth a combined $753M — down 4.1% from $785M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PSC positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $12.5M. The largest seller was Principal Financial Group, cutting an estimated $49.4M.
- 46 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q1 2025, up from 40 in Q4 2024.
- Funds reported $753M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q1 2025, down 4.1% quarter-over-quarter.
- 12 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q1 2025 and 5 closed out, a net change of +7 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q1 2025 was Raymond James Financial, an estimated $12.5M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q1 2025 was Principal Financial Group, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2025.