PGIM Portfolio Ballast ETF
4 hedge funds and large institutions have $31.3M invested in PGIM Portfolio Ballast ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
66% more capital invested
Capital invested by funds: $18.8M → $31.3M (+$12.5M)
33% more funds holding
Funds holding: 3 → 4 (+1)
10.91% more ownership
Funds ownership: 39% → 49.92% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$10.1M |
| 2 |
Jane Street
New York
|
+$504K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.9K |
PBL Hedge Fund Activity: Q2 2025 in Review
4 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q2 2025, worth a combined $31.3M — up 66% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBL positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Cary Street Partners, adding an estimated $10.1M. The largest seller was Royal Bank of Canada, cutting an estimated $13.9K.
- 4 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q2 2025, up from 3 in Q1 2025.
- Funds reported $31.3M of PGIM Portfolio Ballast ETF stock for Q2 2025, up 66% quarter-over-quarter.
- 1 fund opened new PGIM Portfolio Ballast ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest PGIM Portfolio Ballast ETF buyer in Q2 2025 was Cary Street Partners, an estimated $10.1M added.
- The largest PGIM Portfolio Ballast ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $13.9K sold.
Based on aggregated 13F filings for Q2 2025.