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Principal Exchange-Traded Funds Principal Quality ETF

17 hedge funds and large institutions have $59.1M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

7% more capital invested

Capital invested by funds: $55.5M → $59.1M (+$3.63M)

0.37% less ownership

Funds ownership: 104.16%103.79% (-0.37%)

11% less funds holding

Funds holding: 1917 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$19.4M +$657K +9,620 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.1M +$481K +7,038 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.6M +$53.8K +787 +0.4%
LPL Financial
4
LPL Financial
California
$3.82M +$182K +2,661 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.57M -$38.3K -560 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$777K -$291K -4,259 -28%
RJA
7
Raymond James & Associates
Florida
$369K +$17.3K +253 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$348K -$69.5K -1,017 -17%
PFS
9
Prospera Financial Services
Texas
$333K
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$273K
Goldman Sachs
11
Goldman Sachs
New York
$222K +$213K +3,124 New
Morgan Stanley
12
Morgan Stanley
New York
$142K
SAM
13
Smartleaf Asset Management
Massachusetts
$98.6K +$42.3K +620 +81%
GRP
14
Global Retirement Partners
California
$65.9K -$17.6K -257 -22%
CIAS
15
Capital Investment Advisory Services
North Carolina
$36.6K +$34.6K +507 +7,243%
UBS Group
16
UBS Group
Switzerland
$4.34K -$19.8K -290 -83%
Wells Fargo
17
Wells Fargo
California
$71
SWM
18
Spire Wealth Management
Virginia
-$17.9K -262 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
-$4.1K -60 Closed
JP Morgan Chase
20
JP Morgan Chase
New York
-$1.36K -20 Closed

PSET Hedge Fund Activity: Q3 2024 in Review

17 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q3 2024, worth a combined $59.1M — up 6.5% from $55.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PSET and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Principal Securities, adding an estimated $657K. The largest seller was Susquehanna International Group, cutting an estimated $291K.

  • 17 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q3 2024, down from 19 in Q2 2024.
  • Funds reported $59.1M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q3 2024 was Principal Securities, an estimated $657K added.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q3 2024 was Susquehanna International Group, an estimated $291K sold.

Based on aggregated 13F filings for Q3 2024.