Principal Exchange-Traded Funds Principal US Small-Cap ETF
40 hedge funds and large institutions have $785M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
60% more funds holding
Funds holding: 25 → 40 (+15)
13% more capital invested
Capital invested by funds: $697M → $785M (+$87.8M)
2.47% more ownership
Funds ownership: 106.58% → 109.05% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$32M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$21.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.7M |
| 4 |
Morgan Stanley
New York
|
+$7.01M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$10M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$339K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$203K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$14.1K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$690 |
PSC Hedge Fund Activity: Q4 2024 in Review
40 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q4 2024, worth a combined $785M — up 13% from $697M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PSC positions and 1 closed out — a net gain of 16 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $32M. The largest seller was Principal Financial Group, cutting an estimated $10M.
- 40 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $785M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 17 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q4 2024 and 1 closed out, a net change of +16 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $32M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q4 2024 was Principal Financial Group, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2024.