Principal Exchange-Traded Funds Principal US Small-Cap ETF
12 hedge funds and large institutions have $162M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4.1% less ownership
Funds ownership: 90.12% → 86.02% (-4.1%)
21% less capital invested
Capital invested by funds: $206M → $162M (-$43.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.84M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$386K |
| 3 |
Morgan Stanley
New York
|
+$375K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$53.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$393K |
| 3 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$303K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$17.8K |
| 5 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$13.4K |
PSC Hedge Fund Activity: Q1 2023 in Review
12 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q1 2023, worth a combined $162M — down 21% from $206M a quarter earlier.
Fund positioning in PSC was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $1.84M. The largest seller was Principal Financial Group, cutting an estimated $53.6M.
- 12 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $162M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q1 2023, down 21% quarter-over-quarter.
- 3 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q1 2023 was Mutual Advisors, an estimated $1.84M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q1 2023 was Principal Financial Group, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2023.