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Principal Exchange-Traded Funds Principal Quality ETF

18 hedge funds and large institutions have $26.2M invested in Principal Exchange-Traded Funds Principal Quality ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0.81% more ownership

Funds ownership: 84.8%85.61% (+0.81%)

12% less capital invested

Capital invested by funds: $29.8M → $26.2M (-$3.57M)

14% less funds holding

Funds holding: 2118 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Principal Securities
Iowa
$8.75M +$258K +3,482 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.74M +$475K +6,408 +7%
LPL Financial
3
LPL Financial
California
$3.85M -$41.6K -562 -1%
GSWM
4
Golden State Wealth Management
California
$1.79M -$162K -2,193 -8%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.64M -$424K -5,727 -20%
CIAS
6
Capital Investment Advisory Services
North Carolina
$609K +$43.7K +590 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$562K +$67.6K +913 +13%
Principal Financial Group
8
Principal Financial Group
Iowa
$434K +$80.7K +1,090 +21%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$427K
PFS
10
Prospera Financial Services
Texas
$397K +$74 +1 +0%
SAM
11
Smartleaf Asset Management
Massachusetts
$362K +$17.7K +239 +5%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$266K
Morgan Stanley
13
Morgan Stanley
New York
$193K -$7.55K -102 -4%
AssetMark Inc
14
AssetMark Inc
California
$98.3K -$3.41K -46 -3%
FFA
15
Farther Finance Advisors
California
$41.9K
UBS Group
16
UBS Group
Switzerland
$23.8K +$2.37K +32 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$13.8K +$15.1K +204 New
Wells Fargo
18
Wells Fargo
California
$47 +$74 +1 New
Two Sigma Investments
19
Two Sigma Investments
New York
-$725K -9,500 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-$313K -4,103 Closed
AWP
21
Abacus Wealth Partners
California
-$212K -2,774 Closed
KAS
22
Kestra Advisory Services
Texas
-$65K -852 Closed

PSET Hedge Fund Activity: Q1 2026 in Review

18 of the 8,142 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Quality ETF (PSET) for Q1 2026, worth a combined $26.2M — down 12% from $29.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PSET and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Envestnet Asset Management, adding an estimated $475K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $725K sold.

  • 18 institutional investors held Principal Exchange-Traded Funds Principal Quality ETF (PSET) as of Q1 2026, down from 21 in Q4 2025.
  • Funds reported $26.2M of Principal Exchange-Traded Funds Principal Quality ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 2 funds opened new Principal Exchange-Traded Funds Principal Quality ETF positions in Q1 2026 and 4 closed out, a net change of -2 holders.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $475K added.
  • The largest Principal Exchange-Traded Funds Principal Quality ETF seller in Q1 2026 was Two Sigma Investments, an estimated $725K sold.

Based on aggregated 13F filings for Q1 2026.