Principal Exchange-Traded Funds Principal Quality ETF
PSET
13 hedge funds and large institutions have $16.5M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
9.6% more ownership
Funds ownership: 43.05% → 52.66% (+9.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $18.5M → $16.5M (-$2M)
13% less funds holding
Funds holding: 15 → 13 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$906K |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$901K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$517K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$95K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.91M |
| 2 |
Jane Street
New York
|
-$1.21M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$82.7K |
| 4 |
LPL Financial
San Diego,
California
|
-$22.8K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LC
1
Legacy CG
Plano,
Texas
| $4.46M | +$901K | +18,179 | +22% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $4.32M | +$906K | +18,272 | +23% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $4.19M | +$95K | +1,915 | +2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.36M | +$517K | +10,432 | +53% |
|
5
Goldman Sachs
New York
| $941K | – | – | – |
|
|
6
LPL Financial
San Diego,
California
| $423K | -$22.8K | -460 | -5% |
|
|
FTUS
7
Flow Traders U.S.
New York
| $238K | – | – | – |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $218K | -$16.5K | -333 | -6% |
|
9
Koshinski Asset Management
Decatur,
Illinois
| $214K | – | – | – |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $132K | +$1.09K | +22 | +0.8% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $13K | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.91M | -39,918 | Closed |
|
|
13
Jane Street
New York
| – | -$1.21M | -25,325 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$82.7K | -1,668 | -100% |
|
PSET Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q3 2022, worth a combined $16.5M — down 11% from $18.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PSET and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, adding an estimated $906K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.
- 13 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q3 2022, down from 15 in Q2 2022.
- Funds reported $16.5M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 0 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q3 2022 and 2 closed out, a net change of -2 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $906K added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2022.