We are live on
!
Find out more
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.
New
Increased
Maintained
Reduced
Closed
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)
5% less capital invested
Capital invested by funds: $16.8M → $15.9M (-$886K)
Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$154K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.6K |
Top Sellers
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$821K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSP
1
Cary Street Partners
Richmond,
Virginia
| $15.7M | +$16.9M | +560,223 | New |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $144K | +$154K | +5,130 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $18.8K | +$15.6K | +519 | +346% |
|
|
CSPIA
4
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$821K | -27,670 | Closed |
|