We are live on ! Find out more
PBAP icon

PGIM US Large-Cap Buffer 20 ETF April

6 hedge funds and large institutions have $4.02M invested in PGIM US Large-Cap Buffer 20 ETF April in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $2.25M → $4.02M (+$1.77M)

50% more funds holding

Funds holding: 46 (+2)

25.23% more ownership

Funds ownership: 35.01%60.24% (+25%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$1.37M +$170K +6,512 +15%
JSA
2
Jim Saulnier & Associates
Colorado
$1.32M +$1.29M +49,639 New
KAS
3
Kestra Advisory Services
Texas
$809K -$37.1K -1,425 -4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$284K
DFA
5
DHJJ Financial Advisors
Illinois
$223K +$218K +8,350 New
UBS Group
6
UBS Group
Switzerland
$10.4K -$26 -1 -0.3%

PBAP Hedge Fund Activity: Q3 2024 in Review

6 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF April (PBAP) for Q3 2024, worth a combined $4.02M — up 78% from $2.25M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBAP positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was DHJJ Financial Advisors, opening a new position worth an estimated $218K. The largest seller was Kestra Advisory Services, cutting an estimated $37.1K.

  • 6 institutional investors held PGIM US Large-Cap Buffer 20 ETF April (PBAP) as of Q3 2024, up from 4 in Q2 2024.
  • Funds reported $4.02M of PGIM US Large-Cap Buffer 20 ETF April stock for Q3 2024, up 78% quarter-over-quarter.
  • 2 funds opened new PGIM US Large-Cap Buffer 20 ETF April positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF April buyer in Q3 2024 was DHJJ Financial Advisors, an estimated $218K added.
  • The largest PGIM US Large-Cap Buffer 20 ETF April seller in Q3 2024 was Kestra Advisory Services, an estimated $37.1K sold.

Based on aggregated 13F filings for Q3 2024.