PGIM Portfolio Ballast ETF
3 hedge funds and large institutions have $15.9M invested in PGIM Portfolio Ballast ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
1,974% more capital inflows, than outflows
Capital inflows: $17M | Capital outflows: $821K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0.01% more ownership
Funds ownership: 34.93% → 34.94% (+0.01%)
0% more funds holding
Funds holding: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$154K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$821K |
PBL Hedge Fund Activity: Q4 2024 in Review
3 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q4 2024, worth a combined $15.9M — down 5.3% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $154K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $821K sold.
- 3 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $15.9M of PGIM Portfolio Ballast ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
- 2 funds opened new PGIM Portfolio Ballast ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest PGIM Portfolio Ballast ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $154K added.
- The largest PGIM Portfolio Ballast ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $821K sold.
Based on aggregated 13F filings for Q4 2024.