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Principal Exchange-Traded Funds Principal US Small-Cap ETF

67 hedge funds and large institutions have $1.04B invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $821M → $1.04B (+$224M)

16% more funds holding

Funds holding: 5867 (+9)

4.71% less ownership

Funds ownership: 110.63%105.93% (-4.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
35
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
51
Cozad Asset Management
Illinois
$280K +$269K +4,911 New
Mariner
52
Mariner
Kansas
$266K -$820 -15 -0.3%
PIA
53
Perennial Investment Advisors
California
$251K
FFA
54
Farther Finance Advisors
California
$230K +$220K +4,031 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$107K -$4.1K -75 -4%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$90K +$76.6K +1,401 +783%
CAL
57
Capital Analysts LLC
Pennsylvania
$70K +$67.5K +1,235 New
UBS Group
58
UBS Group
Switzerland
$21.8K +$20.9K +383 New
CT
59
Clearstead Trust
Maine
$19.5K
CA
60
CoreCap Advisors
Michigan
$12.1K -$2.52K -46 -18%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$10.4K -$6.45K -118 -39%
PB
62
Pinnacle Bancorp
Nebraska
$6.67K
LFG
63
Larson Financial Group
Missouri
$5.7K +$5.47K +100 New
AWM
64
AE Wealth Management
Kansas
$741 +$711 +13 New
IRAG
65
Investment Research & Advisory Group
Georgia
$114 +$55 +1 +100%
GRP
66
Global Retirement Partners
California
$57
Fidelity Investments
67
Fidelity Investments
Massachusetts
$40
Two Sigma Investments
68
Two Sigma Investments
New York
-$2.79M -52,300 Closed
AG
69
AmeriFlex Group
Nevada
-$248K -4,681 Closed
AWM
70
Avaii Wealth Management
Wisconsin
-$213K -3,997 Closed
AAS
71
Ameritas Advisory Services
Nebraska
-$79.1K -1,484 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
-$13.7K -257 Closed
CIA
73
Cape Investment Advisory
Georgia
-$6.02K -113 Closed

PSC Hedge Fund Activity: Q3 2025 in Review

67 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q3 2025, worth a combined $1.04B — up 27% from $821M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PSC positions and 6 closed out — a net gain of 10 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $72.4M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $2.79M sold.

  • 67 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $1.04B of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 16 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q3 2025 and 6 closed out, a net change of +10 holders.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q3 2025 was Ameriprise, an estimated $72.4M added.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q3 2025 was Two Sigma Investments, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2025.