PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
14 hedge funds and large institutions have $17M invested in PGIM Laddered S&P 500 Buffer 20 ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
61% more capital inflows, than outflows
Capital inflows: $8.75M | Capital outflows: $5.42M
27% more funds holding
Funds holding: 11 → 14 (+3)
1.89% more ownership
Funds ownership: 42.38% → 44.27% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Connections Group
Corte Madera,
California
|
+$7.5M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$379K |
| 3 |
Steward Partners Investment Advisory
New York
|
+$376K |
| 4 |
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
+$173K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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 |
PBFR Hedge Fund Activity: Q1 2025 in Review
14 of the 7,486 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 $17M — up 22% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBFR positions and 0 closed out — a net gain of 3 holders — while 5 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.
- 14 institutional investors held PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $17M of PGIM Laddered S&P 500 Buffer 20 ETF stock for Q1 2025, up 22% quarter-over-quarter.
- 3 funds opened new PGIM Laddered S&P 500 Buffer 20 ETF positions in Q1 2025 and 0 closed out, a net change of +3 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.