Principal Exchange-Traded Funds Principal US Small-Cap ETF
20 hedge funds and large institutions have $522M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
25% more funds holding
Funds holding: 16 → 20 (+4)
13% more capital invested
Capital invested by funds: $462M → $522M (+$59.9M)
0.41% less ownership
Funds ownership: 100.16% → 99.76% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.92M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.21M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.68M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.15M |
| 3 |
Jane Street
New York
|
-$441K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$281 |
PSC Hedge Fund Activity: Q1 2024 in Review
20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q1 2024, worth a combined $522M — up 13% from $462M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSC positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $15.7M. The largest seller was Morgan Stanley, cutting an estimated $1.68M.
- 20 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q1 2024, up from 16 in Q4 2023.
- Funds reported $522M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 6 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q1 2024 was Principal Financial Group, an estimated $15.7M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.68M sold.
Based on aggregated 13F filings for Q1 2024.