Principal Exchange-Traded Funds Principal Quality ETF
PSET
13 hedge funds and large institutions have $27.6M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
14% more capital invested
Capital invested by funds: $24.1M → $27.6M (+$3.48M)
8% more funds holding
Funds holding: 12 → 13 (+1)
6.47% more ownership
Funds ownership: 65.84% → 72.3% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.12M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.01M |
| 3 |
LPL Financial
San Diego,
California
|
+$196K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$104K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$69.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$117K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$7.06K |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$960 |
PSET Hedge Fund Activity: Q3 2023 in Review
13 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q3 2023, worth a combined $27.6M — up 14% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PSET positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.12M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $117K.
- 13 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $27.6M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 1 fund opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q3 2023 was Osaic Holdings, an estimated $2.12M added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q3 2023 was Dynamic Advisor Solutions, an estimated $117K sold.
Based on aggregated 13F filings for Q3 2023.