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Principal Exchange-Traded Funds Principal US Small-Cap ETF

90 hedge funds and large institutions have $1.72B invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $1.53B → $1.72B (+$196M)

8% more funds holding

Funds holding: 8390 (+7)

2.78% less ownership

Funds ownership: 100.44%97.66% (-2.8%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.11%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
20
Increased
49
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.15M -$324K -5,441 -21%
VVP
52
Venture Visionary Partners
Ohio
$1.02M +$328K +5,520 +45%
AIP
53
Ameritas Investment Partners
Nebraska
$974K +$1.01M +16,995 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$957K +$993K +16,697 New
CWM
55
Cornerstone Wealth Management
Missouri
$938K +$13.1K +220 +1%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$735K +$56K +942 +8%
TPBG
57
Turning Point Benefit Group
Maryland
$729K -$1.17M -19,657 -61%
CAM
58
Cozad Asset Management
Illinois
$674K +$323K +5,422 +86%
KAS
59
KPP Advisory Services
Kentucky
$644K +$361K +6,064 +117%
SFGM
60
Stonebridge Financial Group (Missouri)
Missouri
$601K
GJWM
61
Gilliland Jeter Wealth Management
Arkansas
$532K +$1.31K +22 +0.2%
SWM
62
SeaCrest Wealth Management
New York
$398K -$3.03K -51 -0.7%
FFA
63
Farther Finance Advisors
California
$383K +$38.9K +654 +11%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$367K +$381K +6,398 New
PTC
65
Private Trust Company
Ohio
$347K -$105K -1,764 -23%
TFS
66
truNorth Financial Services
Pennsylvania
$312K +$80.1K +1,347 +33%
RFN
67
Redwood Financial Network
Ohio
$311K +$98K +1,648 +44%
Mariner
68
Mariner
Kansas
$268K -$714 -12 -0.3%
PIA
69
Perennial Investment Advisors
California
$252K
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$179K +$186K +3,123 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$111K -$25.9K -436 -18%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$111K +$3.81K +64 +3%
CAL
73
Capital Analysts LLC
Pennsylvania
$71K
HI
74
Harbour Investments
Wisconsin
$35.1K +$36.4K +612 New
US Bancorp
75
US Bancorp
Minnesota
$28.9K +$30K +504 New

PSC Hedge Fund Activity: Q1 2026 in Review

90 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q1 2026, worth a combined $1.72B — up 13% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSC positions and 11 closed out — a net gain of 9 holders — while 49 added to existing stakes and 14 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $48.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $21.5M.

  • 90 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q1 2026, up from 83 in Q4 2025.
  • Funds reported $1.72B of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 20 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q1 2026 and 11 closed out, a net change of +9 holders.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q1 2026 was Principal Financial Group, an estimated $48.5M added.
  • The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2026.