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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

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

0.94% more ownership

Funds ownership: 107.9% → 108.84% (+0.94%)

12% less funds holding

Funds holding: 17 → 15 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

81% less capital invested

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

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.02M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$499K
3
LPL Financial
LPL Financial
California
+$437K
4
CIAS
Capital Investment Advisory Services
North Carolina
+$349K
5
Principal Financial Group
Principal Financial Group
Iowa
+$282K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$607K
2
Osaic Holdings
Osaic Holdings
Arizona
-$47K
3
UBS Group
UBS Group
Switzerland
-$16.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1
Principal Securities
Iowa
$19.9M +$14.2K +200 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.8M +$4.02M +56,637 +23%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$13.8M +$499K +7,034 +3%
LPL Financial
4
LPL Financial
California
$4.06M +$437K +6,164 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.46M -$47K -662 -2%
GSWM
6
Golden State Wealth Management
California
$1.99M +$22.1K +311 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$507K +$108K +1,527 +25%
CIAS
8
Capital Investment Advisory Services
North Carolina
$431K +$349K +4,921 +307%
PFS
9
Prospera Financial Services
Texas
$363K +$21.3K +300 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$323K – – –
SAM
11
Smartleaf Asset Management
Massachusetts
$294K +$130K +1,839 +70%
Principal Financial Group
12
Principal Financial Group
Iowa
$262K +$282K +3,976 New
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 +$24.3K +342 +18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$607K -8,483 Closed
UBS Group
17
UBS Group
Switzerland
– -$16.7K -234 Closed

PSET Hedge Fund Activity: Q1 2025 in Review

15 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q1 2025, worth a combined $64.8M — down 81% from $337M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PSET and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 10 added.

The largest buyer was Envestnet Asset Management, adding an estimated $4.02M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $607K sold.

  • 15 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q1 2025, down from 17 in Q4 2024.
  • Funds reported $64.8M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q1 2025, down 81% quarter-over-quarter.
  • 1 fund opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $4.02M added.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q1 2025 was Susquehanna International Group, an estimated $607K sold.

Based on aggregated 13F filings for Q1 2025.