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PGIM Portfolio Ballast ETF
PBL

6 hedge funds and large institutions have $45.7M invested in PGIM Portfolio Ballast ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

20% more funds holding

Funds holding: 5 → 6 (+1)

6% more capital invested

Capital invested by funds: $42.9M → $45.7M (+$2.78M)

1.26% less ownership

Funds ownership: 59.17% → 57.91% (-1.3%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$914K
2
JP Morgan Chase
JP Morgan Chase
New York
+$688K
3
Osaic Holdings
Osaic Holdings
Arizona
+$139K
4
Wells Fargo
Wells Fargo
California
+$59.9K

Top Sellers

Rank Fund Capital Flow
1
CSP
Cary Street Partners
Virginia
-$3.24M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$298K

PBL Hedge Fund Activity: Q2 2026 in Review

6 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q2 2026, worth a combined $45.7M — up 6.5% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PBL positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Cary Street Partners Investment Advisory, adding an estimated $914K. The largest seller was Cary Street Partners, cutting an estimated $3.24M.

  • 6 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q2 2026, up from 5 in Q1 2026.
  • Funds reported $45.7M of PGIM Portfolio Ballast ETF stock for Q2 2026, up 6.5% quarter-over-quarter.
  • 1 fund opened new PGIM Portfolio Ballast ETF positions in Q2 2026 and 0 closed out, a net change of +1 holder.
  • The largest PGIM Portfolio Ballast ETF buyer in Q2 2026 was Cary Street Partners Investment Advisory, an estimated $914K added.
  • The largest PGIM Portfolio Ballast ETF seller in Q2 2026 was Cary Street Partners, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2026.