PGIM US Large-Cap Buffer 20 ETF - July
PBJL
8 hedge funds and large institutions have $6.43M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
700% more funds holding
Funds holding: 1 → 8 (+7)
461% more capital invested
Capital invested by funds: $1.15M → $6.43M (+$5.28M)
73.89% more ownership
Funds ownership: 0% → 73.89% (+74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.33M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$565K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$330K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$200K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$169K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSA
1
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.46M | +$2.41M | +93,367 | New |
|
|
CF
2
Centaurus Financial
Anaheim,
California
| $1.36M | +$1.33M | +51,699 | New |
|
|
3
Prudential Financial
Newark,
New Jersey
| $1.36M | +$169K | +6,552 | +15% |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $578K | +$565K | +21,925 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $338K | +$330K | +12,808 | New |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $205K | +$200K | +7,774 | New |
|
|
DFA
7
DHJJ Financial Advisors
Naperville,
Illinois
| $97.6K | +$95.3K | +3,700 | New |
|
8
UBS Group
Zurich,
Switzerland
| $25.8K | +$25.3K | +980 | New |
|
PBJL Hedge Fund Activity: Q3 2024 in Review
8 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q3 2024, worth a combined $6.43M — up 461% from $1.15M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBJL positions and 0 closed out — a net gain of 7 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Centaurus Financial, opening a new position worth an estimated $1.33M.
- 8 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q3 2024, up from 1 in Q2 2024.
- Funds reported $6.43M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q3 2024, up 461% quarter-over-quarter.
- 7 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q3 2024 and 0 closed out, a net change of +7 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q3 2024 was Centaurus Financial, an estimated $1.33M added.
Based on aggregated 13F filings for Q3 2024.