PGIM US Large-Cap Buffer 20 ETF - July
PBJL
12 hedge funds and large institutions have $11.9M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
37% more capital invested
Capital invested by funds: $8.72M → $11.9M (+$3.19M)
12.8% more ownership
Funds ownership: 82.52% → 95.33% (+13%)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.12M |
| 2 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$1.02M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$444K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$328K |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$410K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$207K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$126K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$75.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $4.63M | +$1.12M | +41,695 | +34% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.58M | – | – | – |
|
|
CF
3
Centaurus Financial
Anaheim,
California
| $1.29M | -$126K | -4,677 | -9% |
|
|
AAM
4
American Asset Management
Boca Raton,
Florida
| $1.08M | +$1.02M | +38,000 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $846K | +$444K | +16,504 | +124% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $393K | – | – | – |
|
|
7
Citadel Advisors
Miami,
Florida
| $347K | +$328K | +12,215 | New |
|
|
BWM
8
BCGM Wealth Management
Lafayette,
Indiana
| $333K | +$315K | +11,730 | New |
|
9
LPL Financial
San Diego,
California
| $230K | – | – | – |
|
|
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $105K | – | – | – |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $79K | -$75.7K | -2,817 | -50% |
|
12
UBS Group
Zurich,
Switzerland
| $1.42K | – | – | – |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$410K | -15,528 | Closed |
|
|
HI
14
Harbour Investments
Madison,
Wisconsin
| – | -$207K | -7,774 | Closed |
|
PBJL Hedge Fund Activity: Q2 2025 in Review
12 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q2 2025, worth a combined $11.9M — up 37% from $8.72M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBJL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.12M. The largest seller was Old Mission Capital, exiting entirely with an estimated $410K sold.
- 12 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q2 2025, up from 11 in Q1 2025.
- Funds reported $11.9M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q2 2025, up 37% quarter-over-quarter.
- 3 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q2 2025 was Prudential Financial, an estimated $1.12M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - July seller in Q2 2025 was Old Mission Capital, an estimated $410K sold.
Based on aggregated 13F filings for Q2 2025.