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PBDE

PGIM US Large-Cap Buffer 20 ETF - December
PBDE

16 hedge funds and large institutions have $22.6M invested in PGIM US Large-Cap Buffer 20 ETF - December in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $8M → $22.6M (+$14.6M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

23.19% more ownership

Funds ownership: 53.07% → 76.25% (+23%)

23% more funds holding

Funds holding: 13 → 16 (+3)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$11.9M
2
Prudential Financial
Prudential Financial
New Jersey
+$1.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$493K
4
KIM
Kestra Investment Management
Texas
+$493K
5
KAS
Kestra Advisory Services
Texas
+$26.3K

Top Sellers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
-$497K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$19.7K
3
LEFP
Leading Edge Financial Planning
Tennessee
-$1.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$12.5M +$11.9M +454,392 New
Prudential Financial
2
Prudential Financial
New Jersey
$4.48M +$1.1M +41,874 +34%
KAS
3
Kestra Advisory Services
Texas
$1.34M +$26.3K +1,000 +2%
JSA
4
Jim Saulnier & Associates
Colorado
$607K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$604K +$8.14K +310 +1%
KPWS
6
Kestra Private Wealth Services
Texas
$561K -$497K -18,911 -48%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$524K -$19.7K -749 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$514K +$493K +18,761 New
KIM
9
Kestra Investment Management
Texas
$514K +$493K +18,761 New
GFG
10
Grantvest Financial Group
New Jersey
$275K – – –
BWP
11
BlueStem Wealth Partners
Minnesota
$258K – – –
LEFP
12
Leading Edge Financial Planning
Tennessee
$225K -$1.42K -54 -0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$143K +$9.27K +353 +7%
DFA
14
DHJJ Financial Advisors
Illinois
$45.8K – – –
CFD
15
Creative Financial Designs
Indiana
$13.7K – – –
UBS Group
16
UBS Group
Switzerland
$8.99K – – –

PBDE Hedge Fund Activity: Q2 2025 in Review

16 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - December (PBDE) for Q2 2025, worth a combined $22.6M — up 182% from $8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBDE positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $11.9M. The largest seller was Kestra Private Wealth Services, cutting an estimated $497K.

  • 16 institutional investors held PGIM US Large-Cap Buffer 20 ETF - December (PBDE) as of Q2 2025, up from 13 in Q1 2025.
  • Funds reported $22.6M of PGIM US Large-Cap Buffer 20 ETF - December stock for Q2 2025, up 182% quarter-over-quarter.
  • 3 funds opened new PGIM US Large-Cap Buffer 20 ETF - December positions in Q2 2025 and 0 closed out, a net change of +3 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - December buyer in Q2 2025 was Raymond James Financial, an estimated $11.9M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - December seller in Q2 2025 was Kestra Private Wealth Services, an estimated $497K sold.

Based on aggregated 13F filings for Q2 2025.