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 |
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.