Principal Exchange-Traded Funds Principal Value ETF
20 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 6 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
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more funds holding
Funds holding: 18 → 20 (+2)
4.35% less ownership
Funds ownership: 73.8% → 69.45% (-4.4%)
30% less capital inflows, than outflows
Capital inflows: $23.6M | Capital outflows: $33.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Securities
Des Moines,
Iowa
|
+$11.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 3 |
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 |
NFP Retirement Inc
Aliso Viejo,
California
|
-$341K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$261K |
PY Hedge Fund Activity: Q4 2025 in Review
20 of the 8,305 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: 6 funds opened new PY positions and 4 closed out — a net gain of 2 holders — 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.
- 20 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.
- 6 funds opened new Principal Exchange-Traded Funds Principal Value ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
- 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.