Principal Exchange-Traded Funds Principal Quality ETF
PSET
9 hedge funds and large institutions have $6.4M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
21.33% less ownership
Funds ownership: 45.13% → 23.8% (-21%)
32% less capital invested
Capital invested by funds: $9.37M → $6.4M (-$2.97M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$3.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$650K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$71.3K |
| 5 |
Morgan Stanley
New York
|
+$7.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$7.61M |
| 2 |
LPL Financial
San Diego,
California
|
-$671K |
| 3 |
Jane Street
New York
|
-$363K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFG
1
Barber Financial Group
Lenexa,
Kansas
| $3.63M | +$3.6M | +94,509 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.23M | +$1.22M | +32,060 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $655K | +$650K | +17,084 | New |
|
|
GRP
4
Global Retirement Partners
San Rafael,
California
| $298K | +$71.3K | +1,874 | +32% |
|
|
5
Jane Street
New York
| $267K | -$363K | -9,538 | -58% |
|
|
6
Principal Financial Group
Des Moines,
Iowa
| $219K | -$7.61M | -200,001 | -97% |
|
|
7
Morgan Stanley
New York
| $65K | +$7.73K | +203 | +14% |
|
|
8
UBS Group
Zurich,
Switzerland
| $32K | -$1.79K | -47 | -5% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$685 | +18 | New |
|
|
10
LPL Financial
San Diego,
California
| – | -$671K | -17,779 | Closed |
|
PSET Hedge Fund Activity: Q3 2019 in Review
9 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q3 2019, worth a combined $6.4M — down 32% from $9.37M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSET positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $3.6M. The largest seller was Principal Financial Group, cutting an estimated $7.61M.
- 9 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q3 2019, up from 6 in Q2 2019.
- Funds reported $6.4M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q3 2019, down 32% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q3 2019 and 1 closed out, a net change of +3 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q3 2019 was Barber Financial Group, an estimated $3.6M added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q3 2019 was Principal Financial Group, an estimated $7.61M sold.
Based on aggregated 13F filings for Q3 2019.