We are live on ! Find out more
PBFR

PGIM Laddered S&P 500 Buffer 20 ETF
PBFR

20 hedge funds and large institutions have $53.4M invested in PGIM Laddered S&P 500 Buffer 20 ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

54% more funds holding

Funds holding: 13 → 20 (+7)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $44.5M → $53.4M (+$8.86M)

2.85% more ownership

Funds ownership: 82.21% → 85.06% (+2.8%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
10
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPW
BLVD Private Wealth
Kentucky
+$3.13M
2
VT
Vise Technologies
New York
+$1.07M
3
BF
Brucke Financial
Indiana
+$1.07M
4
AIA
AssuredPartners Investment Advisors
Florida
+$312K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$286K

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$99.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1
Brucke Financial
Indiana
$17.6M +$1.07M +38,007 +7%
VT
2
Vise Technologies
New York
$16.3M +$1.07M +38,057 +7%
FCG
3
Financial Connections Group
California
$8.92M +$88.3K +3,143 +1%
BPW
4
BLVD Private Wealth
Kentucky
$3.19M +$3.13M +111,507 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.46M +$286K +10,173 +25%
LIWM
6
Long Island Wealth Management
New York
$1.01M +$4.16K +148 +0.4%
Raymond James Financial
7
Raymond James Financial
Florida
$824K +$229K +8,159 +40%
DFA
8
DHJJ Financial Advisors
Illinois
$617K +$47.7K +1,696 +9%
SPIA
9
Steward Partners Investment Advisory
New York
$519K +$8.57K +305 +2%
OMC
10
Old Mission Capital
Illinois
$490K +$243K +8,636 +101%
KPWS
11
Kestra Private Wealth Services
Texas
$486K – – –
CF
12
Centaurus Financial
California
$451K -$99.5K -3,541 -18%
CAG
13
Compass Advisory Group
New York
$385K +$40.1K +1,425 +12%
AIA
14
AssuredPartners Investment Advisors
Florida
$318K +$312K +11,109 New
CA
15
Claro Advisors
Massachusetts
$279K +$275K +9,767 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$232K +$228K +8,100 New
HI
17
Harbour Investments
Wisconsin
$128K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$61K +$59.9K +2,132 New
ASN
19
Advisory Services Network
Georgia
$44.4K +$43.6K +1,552 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$32K +$31.5K +1,119 New

PBFR Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) for Q3 2025, worth a combined $53.4M — up 20% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBFR positions and 0 closed out — a net gain of 7 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was BLVD Private Wealth, opening a new position worth an estimated $3.13M. The largest seller was Centaurus Financial, cutting an estimated $99.5K.

  • 20 institutional investors held PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $53.4M of PGIM Laddered S&P 500 Buffer 20 ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 7 funds opened new PGIM Laddered S&P 500 Buffer 20 ETF positions in Q3 2025 and 0 closed out, a net change of +7 holders.
  • The largest PGIM Laddered S&P 500 Buffer 20 ETF buyer in Q3 2025 was BLVD Private Wealth, an estimated $3.13M added.
  • The largest PGIM Laddered S&P 500 Buffer 20 ETF seller in Q3 2025 was Centaurus Financial, an estimated $99.5K sold.

Based on aggregated 13F filings for Q3 2025.