Principal Exchange-Traded Funds Principal Quality ETF
PSET
11 hedge funds and large institutions have $14.5M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2022 Q4 according to their latest regulatory filings, with 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
0.26% more ownership
Funds ownership: 52.66% → 52.92% (+0.26%)
12% less capital invested
Capital invested by funds: $16.5M → $14.5M (-$2M)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
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
|
+$1.46M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$139K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$89.3K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$61.9K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$4.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$4.46M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$639K |
| 3 |
LPL Financial
San Diego,
California
|
-$31.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$688 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $6.3M | +$1.46M | +29,813 | +31% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $4.02M | -$639K | -13,005 | -14% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.65M | +$139K | +2,828 | +9% |
|
4
Goldman Sachs
New York
| $1.05M | – | – | – |
|
|
5
LPL Financial
San Diego,
California
| $439K | -$31.2K | -636 | -7% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $328K | +$61.9K | +1,259 | +24% |
|
|
DAS
7
Dynamic Advisor Solutions
Phoenix,
Arizona
| $247K | +$4.03K | +82 | +2% |
|
8
Koshinski Asset Management
Decatur,
Illinois
| $238K | – | – | – |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $135K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $90.8K | +$89.3K | +1,817 | +36,340% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $14K | -$688 | -14 | -5% |
|
|
LC
12
Legacy CG
Plano,
Texas
| – | -$4.46M | -99,695 | Closed |
|
PSET Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q4 2022, worth a combined $14.5M — down 12% from $16.5M 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 $1.46M. The largest seller was Legacy CG, exiting entirely with an estimated $4.46M sold.
- 11 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q4 2022, down from 13 in Q3 2022.
- Funds reported $14.5M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q4 2022, down 12% quarter-over-quarter.
- 0 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q4 2022 and 2 closed out, a net change of -2 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $1.46M added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q4 2022 was Legacy CG, an estimated $4.46M sold.
Based on aggregated 13F filings for Q4 2022.