PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
10 hedge funds and large institutions have $13.8M invested in PGIM Laddered S&P 500 Buffer 20 ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
1,316% more capital invested
Capital invested by funds: $972K → $13.8M (+$12.8M)
233% more funds holding
Funds holding: 3 → 10 (+7)
36.02% more ownership
Funds ownership: 5.94% → 41.96% (+36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$9.69M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.08M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$516K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$508K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$354K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LIWM
1
Long Island Wealth Management
Melville,
New York
| $9.74M | +$9.69M | +368,018 | New |
|
|
2
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.29M | +$516K | +19,610 | +67% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.09M | +$1.08M | +41,076 | New |
|
|
CF
4
Centaurus Financial
Anaheim,
California
| $511K | +$508K | +19,313 | New |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $395K | +$354K | +13,456 | +912% |
|
|
CAG
6
Compass Advisory Group
Melville,
New York
| $299K | +$297K | +11,280 | New |
|
|
FCG
7
Financial Connections Group
Corte Madera,
California
| $200K | +$200K | +7,584 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $176K | – | – | – |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $64K | +$63.6K | +2,417 | New |
|
10
UBS Group
Zurich,
Switzerland
| $3.36K | +$3.34K | +127 | New |
|
PBFR Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) for Q4 2024, worth a combined $13.8M — up 1,316% from $972K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBFR positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Long Island Wealth Management, opening a new position worth an estimated $9.69M.
- 10 institutional investors held PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $13.8M of PGIM Laddered S&P 500 Buffer 20 ETF stock for Q4 2024, up 1,316% quarter-over-quarter.
- 7 funds opened new PGIM Laddered S&P 500 Buffer 20 ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
- The largest PGIM Laddered S&P 500 Buffer 20 ETF buyer in Q4 2024 was Long Island Wealth Management, an estimated $9.69M added.
Based on aggregated 13F filings for Q4 2024.