Principal Exchange-Traded Funds Principal Quality ETF
PSET
15 hedge funds and large institutions have $41.5M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more capital invested
Capital invested by funds: $27.6M → $41.5M (+$13.8M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
27.2% more ownership
Funds ownership: 72.3% → 99.51% (+27%)
15% more funds holding
Funds holding: 13 → 15 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$605K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$504K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$243K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.27M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.02M |
| 4 |
Goldman Sachs
New York
|
-$1.15M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$263K |
PSET Hedge Fund Activity: Q4 2023 in Review
15 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q4 2023, worth a combined $41.5M — up 50% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PSET positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Advisors, adding an estimated $5.67M. The largest seller was Envestnet Asset Management, cutting an estimated $3.27M.
- 15 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $41.5M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q4 2023, up 50% quarter-over-quarter.
- 6 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q4 2023 was Cetera Advisors, an estimated $5.67M added.
- The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2023.