Principal Exchange-Traded Funds Principal Quality ETF
PSET
6 hedge funds and large institutions have $2.06M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
43% more capital invested
Capital invested by funds: $1.44M → $2.06M (+$618K)
1.55% more ownership
Funds ownership: 10.15% → 11.7% (+1.6%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$292K |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$212K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$37 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$128K |
| 2 |
Morgan Stanley
New York
|
-$98K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$26.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.41M | -$26.3K | -710 | -2% |
|
|
2
LPL Financial
San Diego,
California
| $307K | +$292K | +7,878 | New |
|
|
3
Principal Financial Group
Des Moines,
Iowa
| $228K | +$212K | +5,716 | New |
|
|
GRP
4
Global Retirement Partners
San Rafael,
California
| $103K | -$128K | -3,446 | -56% |
|
|
5
UBS Group
Zurich,
Switzerland
| $18K | +$17K | +459 | New |
|
|
6
Morgan Stanley
New York
| – | -$98K | -2,907 | Closed |
|
|
7
Wells Fargo
San Francisco,
California
| – | +$37 | +1 | New |
|
PSET Hedge Fund Activity: Q2 2020 in Review
6 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q2 2020, worth a combined $2.06M — up 43% from $1.44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSET positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $292K. The largest seller was Global Retirement Partners, cutting an estimated $128K.
- 6 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q2 2020, up from 3 in Q1 2020.
- Funds reported $2.06M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q2 2020, up 43% quarter-over-quarter.
- 4 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q2 2020 and 1 closed out, a net change of +3 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q2 2020 was LPL Financial, an estimated $292K added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q2 2020 was Global Retirement Partners, an estimated $128K sold.
Based on aggregated 13F filings for Q2 2020.