PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
12 hedge funds and large institutions have $16.7M invested in PGIM Laddered S&P 500 Buffer 20 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
21% more capital invested
Capital invested by funds: $13.8M → $16.7M (+$2.91M)
20% more funds holding
Funds holding: 10 → 12 (+2)
1.42% more ownership
Funds ownership: 41.96% → 43.39% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$7.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$379K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$376K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$124K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIWM
Long Island Wealth Management
Melville,
New York
|
-$5.3M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$109K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCG
1
Financial Connections Group
Corte Madera,
California
| $7.57M | +$7.5M | +281,913 | +3,717% |
|
|
LIWM
2
Long Island Wealth Management
Melville,
New York
| $4.41M | -$5.3M | -199,467 | -54% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $1.17M | -$109K | -4,105 | -8% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.06M | -$11.8K | -442 | -1% |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $507K | +$118K | +4,447 | +30% |
|
|
CF
6
Centaurus Financial
Anaheim,
California
| $505K | – | – | – |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $433K | +$376K | +14,157 | +586% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $372K | +$379K | +14,236 | New |
|
|
CAG
9
Compass Advisory Group
Melville,
New York
| $295K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $174K | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $122K | +$124K | +4,661 | New |
|
12
UBS Group
Zurich,
Switzerland
| $56.9K | +$54.4K | +2,047 | +1,612% |
|
PBFR Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) for Q1 2025, worth a combined $16.7M — up 21% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBFR positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Financial Connections Group, adding an estimated $7.5M. The largest seller was Long Island Wealth Management, cutting an estimated $5.3M.
- 12 institutional investors held PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $16.7M of PGIM Laddered S&P 500 Buffer 20 ETF stock for Q1 2025, up 21% quarter-over-quarter.
- 2 funds opened new PGIM Laddered S&P 500 Buffer 20 ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest PGIM Laddered S&P 500 Buffer 20 ETF buyer in Q1 2025 was Financial Connections Group, an estimated $7.5M added.
- The largest PGIM Laddered S&P 500 Buffer 20 ETF seller in Q1 2025 was Long Island Wealth Management, an estimated $5.3M sold.
Based on aggregated 13F filings for Q1 2025.