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Principal Exchange-Traded Funds Principal Quality ETF
PSET

Overview Fund Activity

19 hedge funds and large institutions have $55.5M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$17.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.04M
4
PFS
4
Prospera Financial Services
Texas
$319K
5
LPL Financial
5
LPL Financial
California
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$136K
Name Market Value Shares Shares
Change 		Shares
Change %
PS
1
Principal Securities
Iowa
$17.9M 262,549 +41,813 +19%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.9M 232,913 +23,372 +11%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13M 190,042 +3,122 +2%
LPL Financial
4
LPL Financial
California
$3.49M 51,057 +3,635 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.51M 36,729 +36 +0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.04M 15,179 +9,794 +182%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$403K 5,909 +922 +18%
RJA
8
Raymond James & Associates
Florida
$337K 4,933 +350 +8%
PFS
9
Prospera Financial Services
Texas
$319K 4,675 +4,675 New
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$264K 3,830 – –
Morgan Stanley
11
Morgan Stanley
New York
$136K 1,991 -916 -32%
GRP
12
Global Retirement Partners
California
$80.8K 1,183 +2 +0.2%
SAM
13
Smartleaf Asset Management
Massachusetts
$52.4K 767 +210 +38%
UBS Group
14
UBS Group
Switzerland
$24K 351 +351 New
SWM
15
Spire Wealth Management
Virginia
$17.9K 262 +1 +0.4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.1K 60 +60 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.37K 20 +20 New
CIAS
18
Capital Investment Advisory Services
North Carolina
$478 7 +7 New
Wells Fargo
19
Wells Fargo
California
$59 1 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –