PGIM Portfolio Ballast ETF
3 hedge funds and large institutions have $18.8M invested in PGIM Portfolio Ballast ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, reducing their positions, and 0 closing their positions.
4.06% more ownership
Funds ownership: 34.94% → 39% (+4.1%)
0% more funds holding
Funds holding: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cary Street Partners
Richmond,
Virginia
|
+$3.19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$157K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$51.4K |
Top Sellers
PBL Hedge Fund Activity: Q1 2025 in Review
3 of the 7,479 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q1 2025, worth a combined $18.8M — up 18% from $15.9M a quarter earlier.
Fund positioning in PBL was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Cary Street Partners, adding an estimated $3.19M.
- 3 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $18.8M of PGIM Portfolio Ballast ETF stock for Q1 2025, up 18% quarter-over-quarter.
- 0 funds opened new PGIM Portfolio Ballast ETF positions in Q1 2025 and 0 closed out.
- The largest PGIM Portfolio Ballast ETF buyer in Q1 2025 was Cary Street Partners, an estimated $3.19M added.
Based on aggregated 13F filings for Q1 2025.