Principal SP & Inc. ETF-USPQDIETF
13F holders, Q1 2025 (March 31)9holders −1
2new positions
3sold out
$19.03avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Principal SP & Inc. ETF-US Inc. (PQDI) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Principal Financial Group Inc. ($19.0M), Envestnet Asset Management Inc. ($10.1M) and Principal Securities, Inc. ($9.6M).
- Company
- Principal SP & Inc. ETF-US Inc.
- CUSIP
- 74255Y763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $13K |
| Exits | 3 | $879K |
All 13F filers, Q4 2024 → Q1 2025: 16,550 shares bought and 47,194 shares sold, net −30,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Principal Financial Group Inc. | 0.01% | No change | 995,521 | $19.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 530,123 | $10.1M |
| Principal Securities, Inc. | 0.22% | No change | 508,096 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 137,037 | $2.6M |
| Harbor Investment Advisory, LLC | 0.06% | No change | 30,000 | $571K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -2.5% | 27,666 | $527K |
| CoreCap Advisors, LLC | 0.00% | New | 570 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 130 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is PQDI's weight in each manager's 13F, not the share of Principal SP & Inc. ETF-US Inc. the manager owns.