PGIM US Large-Cap Buffer 20 ETF - December
PBDE
13 hedge funds and large institutions have $8M invested in PGIM US Large-Cap Buffer 20 ETF - December in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
30% more funds holding
Funds holding: 10 → 13 (+3)
28% more capital invested
Capital invested by funds: $6.23M → $8M (+$1.77M)
1.67% more ownership
Funds ownership: 51.39% → 53.07% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$667K |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$500K |
| 3 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$249K |
| 4 |
LEFP
Leading Edge Financial Planning
Knoxville,
Tennessee
|
+$219K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $3.16M | +$500K | +18,906 | +18% |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $1.25M | +$667K | +25,200 | +111% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $1.02M | – | – | – |
|
|
JSA
4
Jim Saulnier & Associates
Fort Collins,
Colorado
| $575K | – | – | – |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $564K | +$142K | +5,361 | +33% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $516K | -$11.5K | -436 | -2% |
|
|
GFG
7
Grantvest Financial Group
Matawan,
New Jersey
| $261K | – | – | – |
|
|
BWP
8
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $244K | +$249K | +9,395 | New |
|
|
LEFP
9
Leading Edge Financial Planning
Knoxville,
Tennessee
| $215K | +$219K | +8,257 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $127K | +$105K | +3,982 | +448% |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $43.4K | – | – | – |
|
|
CFD
12
Creative Financial Designs
Kokomo,
Indiana
| $13K | +$13.2K | +500 | New |
|
13
UBS Group
Zurich,
Switzerland
| $8.52K | +$5.42K | +205 | +167% |
|
PBDE Hedge Fund Activity: Q1 2025 in Review
13 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - December (PBDE) for Q1 2025, worth a combined $8M — up 28% from $6.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBDE positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $667K. The largest seller was Cetera Investment Advisers, cutting an estimated $11.5K.
- 13 institutional investors held PGIM US Large-Cap Buffer 20 ETF - December (PBDE) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $8M of PGIM US Large-Cap Buffer 20 ETF - December stock for Q1 2025, up 28% quarter-over-quarter.
- 3 funds opened new PGIM US Large-Cap Buffer 20 ETF - December positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - December buyer in Q1 2025 was Kestra Advisory Services, an estimated $667K added.
- The largest PGIM US Large-Cap Buffer 20 ETF - December seller in Q1 2025 was Cetera Investment Advisers, an estimated $11.5K sold.
Based on aggregated 13F filings for Q1 2025.