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PBJL

PGIM US Large-Cap Buffer 20 ETF - July
PBJL

15 hedge funds and large institutions have $20.3M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

71% more capital invested

Capital invested by funds: $11.9M → $20.3M (+$8.43M)

25% more funds holding

Funds holding: 12 → 15 (+3)

15.81% less ownership

Funds ownership: 95.33% → 79.51% (-16%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAG
Compass Advisory Group
New York
+$3.21M
2
SWM
Spire Wealth Management
Virginia
+$1.18M
3
JSA
Jim Saulnier & Associates
Colorado
+$1.06M
4
CF
Centaurus Financial
California
+$711K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$582K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$347K
2
LPL Financial
LPL Financial
California
-$230K
3
KAS
Kestra Advisory Services
Texas
-$158K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$5.34M +$546K +18,879 +12%
JSA
2
Jim Saulnier & Associates
Colorado
$3.75M +$1.06M +36,680 +40%
CAG
3
Compass Advisory Group
New York
$3.27M +$3.21M +111,200 New
CF
4
Centaurus Financial
California
$2.06M +$711K +24,599 +54%
AAM
5
American Asset Management
Florida
$1.64M +$516K +17,852 +47%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.47M +$582K +20,139 +68%
SWM
7
Spire Wealth Management
Virginia
$1.2M +$1.18M +40,857 New
BWM
8
BCGM Wealth Management
Indiana
$345K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$281K +$195K +6,761 +242%
KAS
10
Kestra Advisory Services
Texas
$246K -$158K -5,450 -39%
LIWM
11
Long Island Wealth Management
New York
$209K +$206K +7,113 New
DFA
12
DHJJ Financial Advisors
Illinois
$191K +$80.8K +2,795 +76%
UBS Group
13
UBS Group
Switzerland
$178K +$174K +6,002 +12,004%
ASN
14
Advisory Services Network
Georgia
$133K +$130K +4,509 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$21K +$20.6K +714 New
Citadel Advisors
16
Citadel Advisors
Florida
– -$347K -12,215 Closed
LPL Financial
17
LPL Financial
California
– -$230K -8,100 Closed

PBJL Hedge Fund Activity: Q3 2025 in Review

15 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q3 2025, worth a combined $20.3M — up 71% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBJL positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Compass Advisory Group, opening a new position worth an estimated $3.21M. The largest seller was Citadel Advisors, exiting entirely with an estimated $347K sold.

  • 15 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $20.3M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q3 2025, up 71% quarter-over-quarter.
  • 5 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q3 2025 was Compass Advisory Group, an estimated $3.21M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July seller in Q3 2025 was Citadel Advisors, an estimated $347K sold.

Based on aggregated 13F filings for Q3 2025.