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Principal Exchange-Traded Funds Principal US Small-Cap ETF

83 hedge funds and large institutions have $1.53B invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more capital invested

Capital invested by funds: $1.04B → $1.53B (+$484M)

24% more funds holding

Funds holding: 6783 (+16)

5.49% less ownership

Funds ownership: 105.93%100.44% (-5.5%)

Holders
83
Holders Change
+16
Holders Change %
+23.88%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
45
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$674K +$13.5K +236 +2%
SFGM
52
Stonebridge Financial Group (Missouri)
Missouri
$605K +$599K +10,482 New
GJWM
53
Gilliland Jeter Wealth Management
Arkansas
$534K +$800 +14 +0.2%
PTC
54
Private Trust Company
Ohio
$451K -$15.7K -275 -3%
ASN
55
Advisory Services Network
Georgia
$423K +$106K +1,846 +34%
Comerica Bank
56
Comerica Bank
Texas
$419K
SWM
57
SeaCrest Wealth Management
New York
$417K +$50.1K +877 +14%
CAM
58
Cozad Asset Management
Illinois
$365K +$81.1K +1,418 +29%
FFA
59
Farther Finance Advisors
California
$345K +$111K +1,948 +48%
KAS
60
KPP Advisory Services
Kentucky
$298K +$296K +5,170 New
RRA
61
Round Rock Advisors
Connecticut
$274K +$271K +4,739 New
Mariner
62
Mariner
Kansas
$271K +$1.09K +19 +0.4%
PIA
63
Perennial Investment Advisors
California
$254K
TFS
64
truNorth Financial Services
Pennsylvania
$236K +$234K +4,087 New
Goldman Sachs
65
Goldman Sachs
New York
$231K +$229K +4,002 New
RFN
66
Redwood Financial Network
Ohio
$218K +$216K +3,775 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$137K +$45.5K +796 +50%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$108K
CAL
69
Capital Analysts LLC
Pennsylvania
$71K
CIA
70
Cape Investment Advisory
Georgia
$46.9K +$46.4K +812 New
AssetMark Inc
71
AssetMark Inc
California
$13.5K +$13.4K +234 New
CA
72
CoreCap Advisors
Michigan
$12.3K
Bank of America
73
Bank of America
North Carolina
$9.47K +$9.38K +164 New
PB
74
Pinnacle Bancorp
Nebraska
$6.75K
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.58K -$3.94K -69 -38%

PSC Hedge Fund Activity: Q4 2025 in Review

83 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q4 2025, worth a combined $1.53B — up 46% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PSC positions and 5 closed out — a net gain of 16 holders — while 45 added to existing stakes and 9 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $336M. The largest seller was Morgan Stanley, cutting an estimated $10.8M.

  • 83 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $1.53B of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q4 2025, up 46% quarter-over-quarter.
  • 21 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q4 2025 and 5 closed out, a net change of +16 holders.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q4 2025 was Principal Financial Group, an estimated $336M added.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q4 2025 was Morgan Stanley, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2025.