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PBJL

PGIM US Large-Cap Buffer 20 ETF - July
PBJL

14 hedge funds and large institutions have $35.7M invested in PGIM US Large-Cap Buffer 20 ETF - July in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $20.3M → $35.7M (+$15.4M)

10.13% more ownership

Funds ownership: 79.51% → 89.65% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

7% less funds holding

Funds holding: 15 → 14 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.48M
2
CAG
Compass Advisory Group
New York
+$1.03M
3
CF
Centaurus Financial
California
+$3.91K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$281K
2
UBS Group
UBS Group
Switzerland
-$178K
3
ASN
Advisory Services Network
Georgia
-$133K
4
AAM
American Asset Management
Florida
-$75.9K
5
SWM
Spire Wealth Management
Virginia
-$71.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1
Foguth Wealth Management
Michigan
$12.9M +$12.8M +431,350 New
Prudential Financial
2
Prudential Financial
New Jersey
$6.95M +$1.48M +50,108 +28%
CAG
3
Compass Advisory Group
New York
$4.37M +$1.03M +34,689 +31%
JSA
4
Jim Saulnier & Associates
Colorado
$3.82M – – –
CF
5
Centaurus Financial
California
$2.11M +$3.91K +132 +0.2%
AAM
6
American Asset Management
Florida
$1.6M -$75.9K -2,565 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.44M -$54.8K -1,850 -4%
SWM
8
Spire Wealth Management
Virginia
$1.15M -$71.3K -2,407 -6%
BWM
9
BCGM Wealth Management
Indiana
$352K – – –
BWAM
10
Blue Water Asset Management
Michigan
$335K +$331K +11,182 New
KAS
11
Kestra Advisory Services
Texas
$251K – – –
LIWM
12
Long Island Wealth Management
New York
$213K – – –
DFA
13
DHJJ Financial Advisors
Illinois
$195K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$21.4K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$281K -9,560 Closed
UBS Group
16
UBS Group
Switzerland
– -$178K -6,052 Closed
ASN
17
Advisory Services Network
Georgia
– -$133K -4,509 Closed

PBJL Hedge Fund Activity: Q4 2025 in Review

14 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - July (PBJL) for Q4 2025, worth a combined $35.7M — up 76% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBJL and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.

The largest buyer was Prudential Financial, adding an estimated $1.48M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $281K sold.

  • 14 institutional investors held PGIM US Large-Cap Buffer 20 ETF - July (PBJL) as of Q4 2025, down from 15 in Q3 2025.
  • Funds reported $35.7M of PGIM US Large-Cap Buffer 20 ETF - July stock for Q4 2025, up 76% quarter-over-quarter.
  • 2 funds opened new PGIM US Large-Cap Buffer 20 ETF - July positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July buyer in Q4 2025 was Prudential Financial, an estimated $1.48M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - July seller in Q4 2025 was Royal Bank of Canada, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2025.