PIEQ Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Principal Exchange Traded Fd (PIEQ) following the 2026 Q2 hedge fund 13F filings?

As of today, PIEQ has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), PIEQ gained +2.0% vs +5.2% 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.

Principal Exchange Traded Fd (PIEQ)

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

Smart Money Signals — PIEQ

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PIEQ 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

26 hedge funds hold PIEQ right now — the highest count in 1.8 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 — +189% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+189% 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 — 68% buying

19 buying9 selling

Last quarter: 19 funds were net buyers (9 opened a brand new position + 10 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 11 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 65% entered in last year

■ 0% conviction (2yr+) ■ 35% medium ■ 65% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~9 new funds/quarter

1 → 2 → 11 → 8 → 9 new funds/Q

New funds entering each quarter: 2 → 11 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 69% of holders entered in last year

■ 0% veterans ■ 31% 1-2yr ■ 69% new

Of 26 current holders: 18 (69%) entered in the past year, only 0 (0%) 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

8 of 26 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PIEQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	26	21	23.81%
13F Shares	47M	40M	17.28%
Total Value	$1.68B	$1.34B	25.39%
New Positions	9	8	+1
Increased Positions	10	7	+3
Closed Positions	4	4	-
Reduced Positions	5	5	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

23.81%

13F Shares

47M

40M

17.28%

Total Value

$1.68B

$1.34B

25.39%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PIEQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Principal Securities, INC.	4.77%	11,041,875	$396.3M
2	Kraft, Davis & Associates, LLC	0.50%	67,404	$2.4M
3	Principal Financial Group Inc	0.43%	24,666,040	$880.5M
4	Next Level Private LLC	0.18%	25,431	$913K
5	Capital Investment Advisory Services, LLC	0.18%	79,641	$2.9M
6	Envestnet Asset Management Inc	0.09%	10,553,734	$378.8M
7	Smartleaf Asset Management LLC	0.07%	56,979	$2.0M
8	Apollon Financial, LLC	0.03%	5,941	$213K
9	Gilpin Wealth Management, LLC	0.02%	1,000	$36K
10	HighPoint Advisor Group LLC	0.02%	19,490	$699K
11	Cape Investment Advisory, Inc.	0.02%	1,891	$68K
12	Wealthspire Retirement, LLC	0.01%	7,367	$264K
13	Private Advisor Group, LLC	0.01%	61,176	$2.2M
14	Pinnacle Bancorp, Inc.	0.01%	536	$19K
15	Commonwealth Equity Services, LLC	0.00%	19,600	$703K
16	LPL Financial LLC	0.00%	100,417	$3.6M
17	Jane Street Group, LLC	0.00%	67,182	$2.4M
18	Harbour Investments, INC.	0.00%	181	$6K
19	Integrated Wealth Concepts LLC	0.00%	456	$16K
20	Susquehanna International Group, LLP	0.00%	22,756	$817K
21	Citadel Advisors LLC	0.00%	7,411	$266K
22	Citigroup Inc	0.00%	359	$13K
23	Assetmark, Inc	0.00%	68	$2K
24	Fmr LLC	0.00%	1,362	$49K
25	UBS Group AG	0.00%	366	$13K

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 (PIEQ)

What does the Smart Money Trend signal show for PIEQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PIEQ 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 PIEQ?

More buyers than sellers — 68% buying: Last quarter: 19 funds were net buyers (9 opened a brand new position + 10 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PIEQ holders?

Elite ownership — 75% AUM from top-100 funds: 8 of 26 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PIEQ. 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 PIEQ?

Mostly new holders — 65% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Principal Exchange Traded Fd (PIEQ) following the 2026 Q2 hedge fund 13F filings?

As of today, PIEQ has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), PIEQ has gained +2.0% vs +5.2% 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.

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Principal Exchange Traded Fd (PIEQ)

Smart Money Signals — PIEQ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +189% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 65% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 69% of holders entered in last year

Elite ownership — 75% AUM from top-100 funds

Institutional Sentiment Summary — PIEQ

Hedge Fund Ownership: PIEQ

Market Analysis: PIEQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PIEQ

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

Hedge Fund Positioning: PIEQ

Statistics: PIEQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Principal Exchange Traded Fd (PIEQ)

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