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 |
PSET Hedge Fund Activity: Q2 2023 in Review
12 of the 6,384 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.