Principal Exchange-Traded Funds Principal Quality ETF
PSET
10 hedge funds and large institutions have $15.1M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
43% more funds holding
Funds holding: 7 → 10 (+3)
17% more capital invested
Capital invested by funds: $12.9M → $15.1M (+$2.16M)
2.25% more ownership
Funds ownership: 13.29% → 15.54% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$863K |
| 2 |
LPL Financial
San Diego,
California
|
+$562K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$279K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$233K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$33.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.87M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$471K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Cetera Advisors
Denver,
Colorado
| $5.39M | +$33.2K | +579 | +0.7% |
|
|
LC
2
Legacy CG
Plano,
Texas
| $3.98M | +$3.77M | +65,680 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $2.19M | +$863K | +15,042 | +71% |
|
|
4
Goldman Sachs
New York
| $1.28M | -$2.87M | -50,000 | -70% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $1.07M | -$471K | -8,204 | -32% |
|
|
6
LPL Financial
San Diego,
California
| $593K | +$562K | +9,791 | New |
|
|
DAS
7
Dynamic Advisor Solutions
Phoenix,
Arizona
| $295K | +$279K | +4,870 | New |
|
|
8
Koshinski Asset Management
Decatur,
Illinois
| $247K | +$233K | +4,070 | New |
|
9
UBS Group
Zurich,
Switzerland
| $16K | +$15.1K | +263 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$1.61M | -29,977 | Closed |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| – | -$145K | -2,691 | Closed |
|
PSET Hedge Fund Activity: Q4 2021 in Review
10 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q4 2021, worth a combined $15.1M — up 17% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PSET positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $863K. The largest seller was Goldman Sachs, cutting an estimated $2.87M.
- 10 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $15.1M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q4 2021, up 17% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $863K added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q4 2021 was Goldman Sachs, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2021.