Principal Exchange-Traded Funds Principal US Small-Cap ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.7M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$27.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$13.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$133M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$15.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.24M |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$635K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$345K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $13.8K | +$12.9K | +259 | New |
|
52
Fifth Third Bancorp
Cincinnati,
Ohio
| $13.7K | +$12.8K | +257 | New |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.54K | +$8.88K | +179 | New |
|
|
PB
54
Pinnacle Bancorp
Beatrice,
Nebraska
| $6.23K | +$149 | +3 | +3% |
|
|
CIA
55
Cape Investment Advisory
Mcdonough,
Georgia
| $6.02K | -$17.5K | -353 | -76% |
|
56
Fidelity Investments
Boston,
Massachusetts
| $362 | -$149 | -3 | -30% |
|
|
GRP
57
Global Retirement Partners
San Rafael,
California
| $53 | +$50 | +1 | New |
|
|
IRAG
58
Investment Research & Advisory Group
Atlanta,
Georgia
| $53 | +$50 | +1 | New |
|
|
LC
59
Legacy CG
Plano,
Texas
| – | -$15.4M | -316,839 | Closed |
|
|
60
Citadel Advisors
Miami,
Florida
| – | -$345K | -7,114 | Closed |
|
61
JP Morgan Chase
New York
| – | -$16.5K | -340 | Closed |
|
62
Bank of America
Charlotte,
North Carolina
| – | -$4.86K | -100 | Closed |
|
63
AssetMark Inc
Concord,
California
| – | -$3.54K | -73 | Closed |
|
|
GWP
64
Gen-Wealth Partners
Zeeland,
Michigan
| – | -$194 | -4 | Closed |
|
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.