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PBFR

PGIM Laddered S&P 500 Buffer 20 ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2434 (+10)

8.46% more ownership

Funds ownership: 88.54%97% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
17
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
1
Brucke Financial
Indiana
$18.9M +$689K +23,549 +4%
VT
2
Vise Technologies
New York
$17.4M
AC
3
Apella Capital
Connecticut
$10.4M +$10.1M +346,136 New
FCG
4
Financial Connections Group
California
$10.2M +$508K +17,344 +5%
AFA
5
AA Financial Advisors
Ohio
$7.9M +$5.35M +182,661 +203%
FWM
6
Foguth Wealth Management
Michigan
$7.6M +$1.98M +67,556 +37%
BPW
7
BLVD Private Wealth
Kentucky
$5.67M +$1.27M +43,553 +29%
Raymond James Financial
8
Raymond James Financial
Florida
$3.46M +$1.52M +51,870 +77%
TWM
9
Tradition Wealth Management
Minnesota
$2.64M +$2.66M +91,006 New
OIA
10
OneDigital Investment Advisors
Kansas
$2.4M +$2.03M +69,392 +522%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.76M +$126K +4,289 +8%
AIA
12
AssuredPartners Investment Advisors
Florida
$1.64M +$2.52K +86 +0.2%
CA
13
Claro Advisors
Massachusetts
$1.22M +$375K +12,829 +44%
CF
14
Centaurus Financial
California
$902K +$347K +11,871 +62%
IWC
15
Integrated Wealth Concepts
Massachusetts
$888K +$896K +30,623 New
GVAG
16
Great Valley Advisor Group
Delaware
$831K +$839K +28,668 New
DFA
17
DHJJ Financial Advisors
Illinois
$761K +$44.7K +1,528 +6%
BCM
18
BluePath Capital Management
Georgia
$736K +$29 +1 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$624K +$630K +21,528 New
SPIA
20
Steward Partners Investment Advisory
New York
$515K -$1.99K -68 -0.4%
KPWS
21
Kestra Private Wealth Services
Texas
$493K +$29 +1 +0%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$395K +$126K +4,311 +46%
CAG
23
Compass Advisory Group
New York
$392K +$2.08K +71 +0.5%
LPL Financial
24
LPL Financial
California
$345K +$348K +11,884 New
KWM
25
Kingsview Wealth Management
Oregon
$323K +$326K +11,127 New

PBFR Hedge Fund Activity: Q1 2026 in Review

34 of the 8,125 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.