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Principal Exchange-Traded Funds Principal Quality ETF
PSET

15 hedge funds and large institutions have $64.8M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

81% less capital invested

Capital invested by funds: $337M → $64.8M (-$272M)

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.74M
2
+$464K
3
+$407K
4
CIAS
Capital Investment Advisory Services
North Carolina
+$325K
5
Principal Financial Group
Principal Financial Group
Iowa
+$262K

Top Sellers

1
-$607K
2
-$43.7K
3
-$16.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1
Principal Securities
Iowa
$19.9M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.8M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.8M
LPL Financial
4
LPL Financial
California
$4.06M
Osaic Holdings
5
Osaic Holdings
Arizona
$2.46M
GSWM
6
Golden State Wealth Management
California
$1.99M
Raymond James Financial
7
Raymond James Financial
Florida
$507K
CIAS
8
Capital Investment Advisory Services
North Carolina
$431K
PFS
9
Prospera Financial Services
Texas
$363K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$323K
SAM
11
Smartleaf Asset Management
Massachusetts
$294K
Principal Financial Group
12
Principal Financial Group
Iowa
$262K
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$253K
Goldman Sachs
14
Goldman Sachs
New York
$206K
Morgan Stanley
15
Morgan Stanley
New York
$151K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
–
UBS Group
17
UBS Group
Switzerland
–