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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $13.9M | +$2.01M | +35,621 | +16% |
|
|
CA
2
Cetera Advisors
Denver,
Colorado
| $4.69M | +$104K | +1,833 | +2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $4.02M | +$2.12M | +37,511 | +104% |
|
|
4
Principal Financial Group
Des Moines,
Iowa
| $2.38M | -$960 | -17 | -0% |
|
5
Goldman Sachs
New York
| $1.15M | – | – | – |
|
|
6
LPL Financial
San Diego,
California
| $637K | +$196K | +3,469 | +42% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $294K | +$69.9K | +1,238 | +30% |
|
|
DAS
8
Dynamic Advisor Solutions
Phoenix,
Arizona
| $263K | -$117K | -2,071 | -30% |
|
|
9
Koshinski Asset Management
Decatur,
Illinois
| $215K | -$7.06K | -125 | -3% |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $65K | +$169 | +3 | +0.3% |
|
11
Morgan Stanley
New York
| $35.7K | +$36.9K | +654 | New |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $10.2K | – | – | – |
|
13
UBS Group
Zurich,
Switzerland
| $4.53K | +$4.41K | +78 | +1,560% |
|
PSET Hedge Fund Activity: Q3 2023 in Review
13 of the 6,302 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.