Principal Exchange-Traded Funds Principal US Small-Cap ETF
2 hedge funds and large institutions have $244M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
375% more capital invested
Capital invested by funds: $51.3M → $244M (+$192M)
99.62% more ownership
Funds ownership: 0% → 99.62% (+100%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$188M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$5.02M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$730K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EAM
1
Edge Asset Management
Seattle,
Washington
| $243M | +$188M | +7,000,000 | +389% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $448K | -$730K | -27,231 | -63% |
|
|
3
Principal Financial Group
Des Moines,
Iowa
| – | -$5.02M | -200,001 | Closed |
|
PSC Hedge Fund Activity: Q4 2016 in Review
2 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q4 2016, worth a combined $244M — up 375% from $51.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PSC and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Edge Asset Management, adding an estimated $188M. The largest seller was Principal Financial Group, exiting entirely with an estimated $5.02M sold.
- 2 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q4 2016, down from 3 in Q3 2016.
- Funds reported $244M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q4 2016, up 375% quarter-over-quarter.
- 0 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q4 2016 and 1 closed out, a net change of -1 holder.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q4 2016 was Edge Asset Management, an estimated $188M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q4 2016 was Principal Financial Group, an estimated $5.02M sold.
Based on aggregated 13F filings for Q4 2016.