PGIM US Large-Cap Buffer 20 ETF - July
PBJL
12 hedge funds and large institutions have $8.24M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
28% more capital invested
Capital invested by funds: $6.43M → $8.24M (+$1.81M)
7.04% more ownership
Funds ownership: 73.89% → 80.94% (+7%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.36M |
| 2 |
Jane Street
New York
|
+$283K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$247K |
| 4 |
LPL Financial
San Diego,
California
|
+$216K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$85.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$216K |
| 2 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
-$186K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$65.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $2.74M | +$1.36M | +50,778 | +98% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.32M | -$186K | -6,963 | -7% |
|
|
CF
3
Centaurus Financial
Anaheim,
California
| $1.39M | – | – | – |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $370K | -$216K | -8,100 | -37% |
|
|
5
Jane Street
New York
| $284K | +$283K | +10,588 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $277K | -$65.8K | -2,465 | -19% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $248K | +$247K | +9,249 | New |
|
|
8
LPL Financial
San Diego,
California
| $217K | +$216K | +8,100 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $209K | – | – | – |
|
|
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $99.2K | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $85K | +$85.1K | +3,188 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $8.58K | -$17.6K | -660 | -67% |
|
PBJL Hedge Fund Activity: Q4 2024 in Review
12 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q4 2024, worth a combined $8.24M — up 28% from $6.43M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PBJL positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.36M. The largest seller was Kestra Advisory Services, cutting an estimated $216K.
- 12 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $8.24M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q4 2024, up 28% quarter-over-quarter.
- 4 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q4 2024 was Prudential Financial, an estimated $1.36M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - July seller in Q4 2024 was Kestra Advisory Services, an estimated $216K sold.
Based on aggregated 13F filings for Q4 2024.