We are live on ! Find out more
PSET icon

Principal Exchange-Traded Funds Principal Quality ETF

21 hedge funds and large institutions have $29.8M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 2021 (+1)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

42.2% less ownership

Funds ownership: 127%84.8% (-42%)

56% less capital invested

Capital invested by funds: $67.6M → $29.8M (-$37.9M)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$9.33M -$18.7M -245,106 -67%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.91M -$18.6M -244,079 -73%
LPL Financial
3
LPL Financial
California
$4.27M -$472K -6,189 -10%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.24M -$649K -8,513 -22%
GSWM
5
Golden State Wealth Management
California
$2.13M -$19.9K -261 -0.9%
Two Sigma Investments
6
Two Sigma Investments
New York
$725K +$473K +6,200 +188%
CIAS
7
Capital Investment Advisory Services
North Carolina
$623K +$140K +1,839 +29%
Raymond James Financial
8
Raymond James Financial
Florida
$546K -$22.1K -290 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$468K -$2.67K -35 -0.6%
PFS
10
Prospera Financial Services
Texas
$435K
Principal Financial Group
11
Principal Financial Group
Iowa
$392K +$61.5K +807 +19%
SAM
12
Smartleaf Asset Management
Massachusetts
$392K +$77.7K +1,019 +25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$313K -$52.4K -687 -14%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$292K
Morgan Stanley
15
Morgan Stanley
New York
$219K +$229 +3 +0.1%
AWP
16
Abacus Wealth Partners
California
$212K +$211K +2,774 New
AssetMark Inc
17
AssetMark Inc
California
$111K +$23.6K +309 +27%
KAS
18
Kestra Advisory Services
Texas
$65K +$65K +852 New
FFA
19
Farther Finance Advisors
California
$45.7K +$22.9K +300 +100%
GRP
20
Global Retirement Partners
California
$38.2K -$7.55K -99 -17%
UBS Group
21
UBS Group
Switzerland
$23.7K -$20.7K -271 -47%
Wells Fargo
22
Wells Fargo
California
$23
Goldman Sachs
23
Goldman Sachs
New York
-$569K -7,477 Closed

PSET Hedge Fund Activity: Q4 2025 in Review

21 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q4 2025, worth a combined $29.8M — down 56% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PSET positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $473K. The largest seller was Principal Securities, cutting an estimated $18.7M.

  • 21 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $29.8M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q4 2025, down 56% quarter-over-quarter.
  • 2 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $473K added.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q4 2025 was Principal Securities, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2025.