We are live on ! Find out more
PBDE

PGIM US Large-Cap Buffer 20 ETF - December

23 hedge funds and large institutions have $30.6M invested in PGIM US Large-Cap Buffer 20 ETF - December in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $26.8M → $30.6M (+$3.82M)

10% more funds holding

Funds holding: 2123 (+2)

5.95% more ownership

Funds ownership: 89%94.95% (+5.9%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$8.69M +$1.88M +63,720 +27%
Raymond James Financial
2
Raymond James Financial
Florida
$6.59M +$413K +14,018 +7%
SWM
3
Spire Wealth Management
Virginia
$2.48M -$338K -11,472 -12%
BWAM
4
Blue Water Asset Management
Michigan
$2.04M -$530 -18 -0%
LWP
5
LeClair Wealth Partners
Ohio
$2.04M +$2.07M +70,321 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.38M -$240K -8,161 -15%
JSA
7
Jim Saulnier & Associates
Colorado
$1.15M
KPWS
8
Kestra Private Wealth Services
Texas
$1.07M
KAS
9
Kestra Advisory Services
Texas
$901K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$578K
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$544K
KIM
12
Kestra Investment Management
Texas
$544K
RFW
13
Redwood Family Wealth
Texas
$508K +$228K +7,740 +79%
GFG
14
Grantvest Financial Group
New Jersey
$379K -$49.7K -1,686 -11%
PFPG
15
Pinnacle Financial Partners (Georgia)
Georgia
$290K
BWM
16
BCGM Wealth Management
Indiana
$287K -$8.46K -287 -3%
BWP
17
BlueStem Wealth Partners
Minnesota
$273K
EWS
18
Evergreen Wealth Solutions
Pennsylvania
$239K +$243K +8,245 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$229K +$86.8K +2,945 +60%
OMC
20
Old Mission Capital
Illinois
$220K +$223K +7,574 New
DFA
21
DHJJ Financial Advisors
Illinois
$60.3K
NS
22
NBC Securities
Alabama
$54.5K
CFD
23
Creative Financial Designs
Indiana
$14.5K
Jane Street
24
Jane Street
New York
-$201K -6,823 Closed

PBDE Hedge Fund Activity: Q1 2026 in Review

23 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - December (PBDE) for Q1 2026, worth a combined $30.6M — up 14% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBDE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $2.07M. The largest seller was Spire Wealth Management, cutting an estimated $338K.

  • 23 institutional investors held PGIM US Large-Cap Buffer 20 ETF - December (PBDE) as of Q1 2026, up from 21 in Q4 2025.
  • Funds reported $30.6M of PGIM US Large-Cap Buffer 20 ETF - December stock for Q1 2026, up 14% quarter-over-quarter.
  • 3 funds opened new PGIM US Large-Cap Buffer 20 ETF - December positions in Q1 2026 and 1 closed out, a net change of +2 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - December buyer in Q1 2026 was LeClair Wealth Partners, an estimated $2.07M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - December seller in Q1 2026 was Spire Wealth Management, an estimated $338K sold.

Based on aggregated 13F filings for Q1 2026.