Principal Quality ETF (PSET) Institutional Ownership

$66.99
+0.15 (+0.22%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Quality ETF (NASDAQ:PSET)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$18.28M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$451.15K
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PSET Institutional Buying and Selling by Quarter

Principal Quality ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Koshinski Asset Management Inc.3,830$260K0.0%-45.0%0.504%
2/7/2024 Principal Securities Inc.204,378$12.52M0.5%N/A30.056%
1/29/2024 Koshinski Asset Management Inc.6,960$426K0.1%+76.4%1.024%
1/16/2024 Raymond James & Associates4,283$262K0.0%N/A0.630%
11/13/2023 Envestnet Asset Management Inc.253,994$13.86M0.0%+16.3%42.332%
10/23/2023Commonwealth Equity Services LLC5,392$294K0.0%+29.8%0.899%
10/11/2023 Dynamic Advisor Solutions LLC4,828$263K0.0%-30.0%0.805%
8/10/2023 Cetera Advisors LLC84,162$4.75M0.1%+3.8%12.948%
8/4/2023 Envestnet Asset Management Inc.218,373$12.32M0.0%+33.5%33.596%
8/3/2023 Dynamic Advisor Solutions LLC6,899$389K0.0%+9.6%1.061%
7/28/2023 Koshinski Asset Management Inc.4,070$230K0.0%-14.7%0.626%
7/20/2023 Global Retirement Partners LLC1,193$67K0.0%-56.2%0.184%
5/11/2023 Envestnet Asset Management Inc.163,601$8.60M0.0%+29.5%27.267%
5/9/2023 Principal Financial Group Inc.43,556$2.29M0.0%N/A7.259%
2/7/2023 LPL Financial LLC8,811$439K0.0%-6.7%1.602%
2/7/2023 Envestnet Asset Management Inc.126,339$6.30M0.0%+30.9%22.971%
11/10/2022 Envestnet Asset Management Inc.96,526$4.32M0.0%+23.3%13.789%
11/4/2022 Legacy CG LLC99,695$4.46M2.9%+22.3%14.242%
10/20/2022 Dynamic Advisor Solutions LLC4,872$218K0.0%-6.4%0.696%
8/13/2022 Flow Traders U.S. LLC5,317$254K0.0%-18.4%0.626%
8/11/2022 Cetera Advisors LLC91,732$4.38M0.1%+1.4%10.792%
8/10/2022 Legacy CG LLC81,516$3.89M2.7%+21.3%9.590%
8/3/2022 Envestnet Asset Management Inc.78,254$3.74M0.0%+45.1%9.206%
5/12/2022 Cetera Advisors LLC90,477$5.03M0.1%+1.6%6.032%
5/4/2022 Advisor Group Holdings Inc.9,781$544K0.0%N/A0.631%
5/4/2022 Thoroughbred Financial Services LLC5,704$317K0.1%N/A0.368%
5/4/2022 Legacy CG LLC67,229$3.74M2.4%+2.4%4.337%
5/4/2022 Envestnet Asset Management Inc.53,940$3.00M0.0%+49.4%3.480%
4/20/2022 Koshinski Asset Management Inc.4,770$265K0.0%+17.2%0.298%
4/11/2022 Dynamic Advisor Solutions LLC5,205$289K0.0%+6.9%0.325%
2/4/2022 Envestnet Asset Management Inc.36,098$2.19M0.0%+71.4%2.490%
1/26/2022 Dynamic Advisor Solutions LLC4,870$295K0.0%N/A0.263%
1/14/2022 Koshinski Asset Management Inc.4,070$247K0.0%N/A0.239%
11/16/2021 Cetera Advisors LLC88,438$4.77M0.1%+2.0%5.054%
11/15/2021 Flow Traders U.S. LLC25,912$1.40M0.1%+124.8%1.524%
8/24/2021 Flow Traders U.S. LLC11,527$613K0.0%N/A0.854%
8/16/2021 Goldman Sachs Group Inc.71,191$3.79M0.0%N/A5.273%
8/4/2021 Envestnet Asset Management Inc.4,998$266K0.0%N/A0.294%
5/18/2021 Citadel Advisors LLC18,284$897K0.0%+165.8%2.151%
3/26/2021Susquehanna International Group LLP35,578$1.68M0.0%-26.8%5.083%
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2/23/2021 Principal Financial Group Inc.505,913$23.92M0.0%N/A84.319%
2/17/2021 Cetera Advisors LLC85,331$4.03M0.1%N/A14.222%
2/8/2021 Principal Financial Group Inc.505,913$23.92M0.0%N/A84.319%
9/4/2020 Principal Financial Group Inc.5,716$228K0.0%N/A1.039%
8/5/2020 Principal Financial Group Inc.5,716$228K0.0%N/A1.143%
7/13/2020 Global Retirement Partners LLC2,656$103K0.0%-56.5%0.590%
5/15/2020 Morgan Stanley2,907$98K0.0%+24.0%0.646%
(Data available from 1/1/2016 forward)

PSET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSET shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Principal Quality ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($13.86M), Principal Securities Inc. ($12.52M), Cetera Advisors LLC ($4.75M), Legacy CG LLC ($4.46M), Principal Financial Group Inc. ($2.29M), LPL Financial LLC ($439K), and Commonwealth Equity Services LLC ($294K).Learn more on PSET's institutional investors.

Which institutional investors have been buying Principal Quality ETF stock?

Of the 9 institutional investors that purchased Principal Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Securities Inc. ($204.38K), Envestnet Asset Management Inc. ($200.05K), Principal Financial Group Inc. ($43.56K), Legacy CG LLC ($32.47K), Cetera Advisors LLC ($4.37K), Raymond James & Associates ($4.28K), and Koshinski Asset Management Inc. ($3.02K).

How much institutional buying is happening at Principal Quality ETF?

Institutional investors have bought a total of 493,962 shares in the last 24 months. This purchase volume represents approximately $36.82M in transactions.

Which Principal Quality ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Quality ETF stock in the last 24 months: Koshinski Asset Management Inc. ($3.83K), Dynamic Advisor Solutions LLC ($2.40K), Global Retirement Partners LLC ($1.53K), Flow Traders U.S. LLC ($1.20K), and LPL Financial LLC ($636.00).

How much institutional selling is happening at Principal Quality ETF?

Institutional investors have sold a total of 9,603 shares in the last 24 months. This volume of shares sold represents approximately $659.17K in transactions.


This page (NASDAQ:PSET) was last updated on 5/19/2024 by MarketBeat.com Staff

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