Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Principal Exchange Traded Fd (PSC)

88 + Investors. Track Smart Money conviction in PSC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — PSC

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
89 hedge funds hold PSC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +102% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+102% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

70 buying25 selling
Last quarter: 70 funds were net buyers (20 opened a brand new position + 50 added to an existing one). Only 25 were sellers (13 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 15 → 21 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 45% new

26% conviction (2yr+) 29% medium 45% new
Of the 89 current holders: 23 (26%) held >2 years, 26 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

11 → 18 → 15 → 21 → 20 new funds/Q
New funds entering each quarter: 18 → 15 → 21 → 20. A growing number of institutions are discovering PSC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 61% of holders entered in last year

28% veterans 11% 1-2yr 61% new
Of 89 current holders: 54 (61%) entered in the past year, only 25 (28%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
15 of 89 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PSC

In 2026 Q1, 70 hedge funds were net buyers of PSC (20 opened a new position, 50 added to an existing one), while 25 reduced or exited (13 trimmed, 12 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 75% of total institutional value in PSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: PSC

How many hedge funds hold PSC — quarterly history vs. share price
Quarterly hedge fund ownership of PSC vs. share price

Market Analysis: PSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Principal Exchange Traded Fd (PSC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PSC
+17.4%
SPY
+15.9%

PSC outperformed SPY by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PSC
+6.6%
SPY
+2.0%

Since the filing became public, PSC outperformed SPY by +4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PSC
88 + Investors

Track Smart Money conviction in PSC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 81 8.64%
13F Shares 30M 26M 13.92%
Total Value $1.71B $1.52B 12.7%
New Positions 20 21 -1
Increased Positions 49 43 +6
Closed Positions 13 4 +9
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSC

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Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PSC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veracity Capital LLC 4.88% 238,497 $13.7M
2 Hudson Capital Management LLC 2.91% 196,714 $11.3M
3 Henderson Brothers Financial Partners, LLC 2.47% 170,472 $9.8M
4 RFG - Bristol Wealth Advisors, LLC 2.16% 139,728 $8.0M
5 Principal Securities, INC. 2.13% 2,536,322 $145.4M
6 PSI Advisors, LLC 2.07% 150,561 $8.6M
7 Northwest Wealth Advisors, LLC 1.54% 37,661 $2.2M
8 Walleye Partners, LLC 1.43% 20,367 $1.2M
9 Wealth Advisors of Tampa Bay, LLC 1.41% 74,284 $4.3M
10 Gts Financial, LLC 1.21% 31,511 $1.5M
11 Integrity Financial Corp /WA 0.94% 32,845 $1.9M
12 360 Financial, Inc. 0.91% 52,871 $3.0M
13 Flynn Zito Capital Management, LLC 0.89% 48,333 $2.8M
14 Stonebridge Financial Group, LLC / MO 0.51% 10,482 $601K
15 Turning Point Benefit Group, Inc. 0.46% 12,516 $729K
16 WealthCare Investment Partners, LLC 0.45% 28,029 $1.6M
17 Principal Financial Group Inc 0.38% 12,549,404 $719.1M
18 truNorth Financial Services, Inc. 0.32% 5,434 $312K
19 Arete Wealth Advisors, LLC 0.28% 65,093 $3.7M
20 Redwood Financial Network Corp 0.20% 5,423 $311K
21 Round Rock Advisors LLC 0.19% 21,492 $1.2M
22 Brookwood Investment Group LLC 0.17% 24,069 $1.4M
23 Gilliland Jeter Wealth Management LLC 0.16% 9,278 $532K
24 Creative Financial Designs Inc /Adv 0.12% 35,256 $2.0M
25 Capital Investment Advisory Services, LLC 0.12% 27,954 $1.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Principal Exchange Traded Fd (PSC)

What does the Smart Money Trend signal show for PSC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PSC?

More buyers than sellers — 74% buying: Last quarter: 70 funds were net buyers (20 opened a brand new position + 50 added to an existing one). Only 25 were sellers (13 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PSC holders?

Elite ownership — 75% AUM from top-100 funds: 15 of 89 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PSC?

Mixed — 26% long-term, 45% new: Of the 89 current holders: 23 (26%) held >2 years, 26 held 1–2 years, and 40 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Principal Exchange Traded Fd (PSC) following the 2026 Q1 hedge fund 13F filings?

As of today, PSC has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.6%. Since the quarter end (March 31, 2026), PSC has gained +17.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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