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PGIM Portfolio Ballast ETF
5 hedge funds and large institutions have $42.9M invested in PGIM Portfolio Ballast ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.76% more ownership
Funds ownership: 55.42% → 59.17% (+3.8%)
4% more capital invested
Capital invested by funds: $41.4M → $42.9M (+$1.46M)
0% more funds holding
Funds holding: 5 → 5 (0)
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSP
1
Cary Street Partners
Richmond,
Virginia
| $37.8M | +$887K | +28,766 | +2% |
|
|
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.15M | +$351K | +11,370 | +19% |
|
3
JP Morgan Chase
New York
| $2.04M | +$1.35M | +43,754 | +173% |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $675K | +$215K | +6,982 | +45% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $237K | – | – | – |
|