Principal Exchange-Traded Funds Principal Quality ETF
PSET
12 hedge funds and large institutions have $24.1M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
25% more capital invested
Capital invested by funds: $19.3M → $24.1M (+$4.84M)
20% more funds holding
Funds holding: 10 → 12 (+2)
0.93% less ownership
Funds ownership: 66.76% → 65.84% (-0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$220K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$165K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$31.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$81.1K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$37.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $12.3M | +$2.9M | +54,772 | +33% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $4.75M | +$165K | +3,114 | +4% |
|
3
Principal Financial Group
Des Moines,
Iowa
| $2.46M | +$530 | +10 | +0% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2.04M | +$19.9K | +376 | +1% |
|
5
Goldman Sachs
New York
| $1.19M | – | – | – |
|
6
LPL Financial
San Diego,
California
| $463K | +$2.23K | +42 | +0.5% |
|
|
DAS
7
Dynamic Advisor Solutions
Phoenix,
Arizona
| $389K | +$31.9K | +603 | +10% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $234K | +$220K | +4,154 | New |
|
|
9
Koshinski Asset Management
Decatur,
Illinois
| $230K | -$37.1K | -700 | -15% |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $67.3K | -$81.1K | -1,531 | -56% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $10.5K | -$5.14K | -97 | -34% |
|
12
UBS Group
Zurich,
Switzerland
| $282 | +$265 | +5 | New |
|
PSET Hedge Fund Activity: Q2 2023 in Review
12 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q2 2023, worth a combined $24.1M — up 25% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PSET positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.9M. The largest seller was Global Retirement Partners, cutting an estimated $81.1K.
- 12 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $24.1M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 2 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $2.9M added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q2 2023 was Global Retirement Partners, an estimated $81.1K sold.
Based on aggregated 13F filings for Q2 2023.