PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
34 hedge funds and large institutions have $99.9M invested in PGIM Laddered S&P 500 Buffer 20 ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
42% more capital invested
Capital invested by funds: $70.4M → $99.9M (+$29.5M)
42% more funds holding
Funds holding: 24 → 34 (+10)
8.46% more ownership
Funds ownership: 88.54% → 97% (+8.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$10.1M |
| 2 |
AFA
AA Financial Advisors
Columbus,
Ohio
|
+$5.35M |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$2.66M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.03M |
| 5 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIWM
Long Island Wealth Management
Melville,
New York
|
-$761K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$355K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$336K |
| 4 |
EFG
Ehrlich Financial Group
Laguna Niguel,
California
|
-$205K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
26
Kestra Advisory Services
Austin,
Texas
| $304K | +$307K | +10,476 | New |
|
|
LIWM
27
Long Island Wealth Management
Melville,
New York
| $289K | -$761K | -26,003 | -72% |
|
|
TWG
28
The Wealth Group
Eden Prairie,
Minnesota
| $231K | +$234K | +7,980 | New |
|
|
CAL
29
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $196K | +$198K | +6,755 | New |
|
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $105K | -$355K | -12,144 | -77% |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $98.8K | +$99.8K | +3,409 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $95.6K | +$96.5K | +3,298 | New |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $89.8K | -$39.9K | -1,365 | -31% |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $38.8K | +$6.91K | +236 | +21% |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$336K | -11,486 | Closed |
|
|
EFG
36
Ehrlich Financial Group
Laguna Niguel,
California
| – | -$205K | -7,021 | Closed |
|
PBFR Hedge Fund Activity: Q1 2026 in Review
34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) for Q1 2026, worth a combined $99.9M — up 42% from $70.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PBFR positions and 2 closed out — a net gain of 10 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Apella Capital, opening a new position worth an estimated $10.1M. The largest seller was Long Island Wealth Management, cutting an estimated $761K.
- 34 institutional investors held PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) as of Q1 2026, up from 24 in Q4 2025.
- Funds reported $99.9M of PGIM Laddered S&P 500 Buffer 20 ETF stock for Q1 2026, up 42% quarter-over-quarter.
- 12 funds opened new PGIM Laddered S&P 500 Buffer 20 ETF positions in Q1 2026 and 2 closed out, a net change of +10 holders.
- The largest PGIM Laddered S&P 500 Buffer 20 ETF buyer in Q1 2026 was Apella Capital, an estimated $10.1M added.
- The largest PGIM Laddered S&P 500 Buffer 20 ETF seller in Q1 2026 was Long Island Wealth Management, an estimated $761K sold.
Based on aggregated 13F filings for Q1 2026.