Principal Exchange-Traded Funds Principal US Small-Cap ETF
22 hedge funds and large institutions have $627M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $522M → $627M (+$105M)
10% more funds holding
Funds holding: 20 → 22 (+2)
7.78% more ownership
Funds ownership: 99.76% → 107.54% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$49.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.4M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
+$16M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$2.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$623K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$557K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$258K |
| 4 |
Morgan Stanley
New York
|
-$91.6K |
PSC Hedge Fund Activity: Q2 2024 in Review
22 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q2 2024, worth a combined $627M — up 20% from $522M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSC positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Principal Securities, adding an estimated $49.4M. The largest seller was Mutual Advisors, exiting entirely with an estimated $623K sold.
- 22 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q2 2024, up from 20 in Q1 2024.
- Funds reported $627M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q2 2024 was Principal Securities, an estimated $49.4M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q2 2024 was Mutual Advisors, an estimated $623K sold.
Based on aggregated 13F filings for Q2 2024.