Principal Exchange-Traded Funds Principal US Small-Cap ETF
16 hedge funds and large institutions have $460M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
4,762% more capital inflows, than outflows
Capital inflows: $146M | Capital outflows: $3M
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
45% more funds holding
Funds holding: 11 → 16 (+5)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
38.51% less ownership
Funds ownership: 138.16% → 99.65% (-39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$122M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.84M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.98M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.09M |
| 5 |
Jane Street
New York
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.89M |
| 2 |
Belpointe Asset Management
Reno,
Nevada
|
-$588K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$296K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$205K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.2K |
PSC Hedge Fund Activity: Q4 2023 in Review
16 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q4 2023, worth a combined $460M — up 74% from $265M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSC positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $122M. The largest seller was Osaic Holdings, cutting an estimated $1.89M.
- 16 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $460M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q4 2023, up 74% quarter-over-quarter.
- 7 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q4 2023 and 2 closed out, a net change of +5 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q4 2023 was Principal Financial Group, an estimated $122M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2023.