Principal Exchange-Traded Funds Principal US Small-Cap ETF
58 hedge funds and large institutions have $821M invested in Principal Exchange-Traded Funds Principal US Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 6 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 8
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more funds holding
Funds holding: 46 → 58 (+12)
2.44% more ownership
Funds ownership: 106.47% → 108.91% (+2.4%)
3% more capital inflows, than outflows
Capital inflows: $156M | Capital outflows: $151M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$37.7M |
| 2 |
Principal Securities
Des Moines,
Iowa
|
+$27.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.6M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$13.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$133M |
| 2 |
Legacy CG
Plano,
Texas
|
-$15.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.24M |
| 4 |
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$635K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$345K |
PSC Hedge Fund Activity: Q2 2025 in Review
58 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) for Q2 2025, worth a combined $821M — up 9.1% from $753M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PSC positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $37.7M. The largest seller was Principal Financial Group, cutting an estimated $133M.
- 58 institutional investors held Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) as of Q2 2025, up from 46 in Q1 2025.
- Funds reported $821M of Principal Exchange-Traded Funds Principal US Small-Cap ETF stock for Q2 2025, up 9.1% quarter-over-quarter.
- 19 funds opened new Principal Exchange-Traded Funds Principal US Small-Cap ETF positions in Q2 2025 and 6 closed out, a net change of +13 holders.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF buyer in Q2 2025 was Morgan Stanley, an estimated $37.7M added.
- The largest Principal Exchange-Traded Funds Principal US Small-Cap ETF seller in Q2 2025 was Principal Financial Group, an estimated $133M sold.
Based on aggregated 13F filings for Q2 2025.