Principal Exchange-Traded Funds Principal Value ETF
19 hedge funds and large institutions have $164M invested in Principal Exchange-Traded Funds Principal Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 18 → 19 (+1)
4.35% less ownership
Funds ownership: 73.8% → 69.45% (-4.4%)
6% less capital invested
Capital invested by funds: $175M → $164M (-$11.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$11.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$552K |
| 4 |
LPL Financial
San Diego,
California
|
+$44.8K |
| 5 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$43.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$31.2M |
| 2 |
Two Sigma Investments
New York
|
-$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$803K |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$341K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$261K |
PY Hedge Fund Activity: Q4 2025 in Review
19 of the 8,280 institutional investors tracked by Wall St. Rank reported a position in Principal Exchange-Traded Funds Principal Value ETF (PY) for Q4 2025, worth a combined $164M — down 6.4% from $175M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PY positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Principal Securities, adding an estimated $11.6M. The largest seller was Principal Financial Group, cutting an estimated $31.2M.
- 19 institutional investors held Principal Exchange-Traded Funds Principal Value ETF (PY) as of Q4 2025, up from 18 in Q3 2025.
- Funds reported $164M of Principal Exchange-Traded Funds Principal Value ETF stock for Q4 2025, down 6.4% quarter-over-quarter.
- 5 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2025 and 4 closed out, a net change of +1 holder.
- The largest Principal Exchange-Traded Funds Principal Value ETF buyer in Q4 2025 was Principal Securities, an estimated $11.6M added.
- The largest Principal Exchange-Traded Funds Principal Value ETF seller in Q4 2025 was Principal Financial Group, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2025.