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PGIM Portfolio Ballast ETF

4 hedge funds and large institutions have $37.7M invested in PGIM Portfolio Ballast ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

20% more capital invested

Capital invested by funds: $31.3M → $37.7M (+$6.36M)

3.34% more ownership

Funds ownership: 49.92%53.25% (+3.3%)

0% more funds holding

Funds holding: 44 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

PBL Hedge Fund Activity: Q3 2025 in Review

4 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q3 2025, worth a combined $37.7M — up 20% from $31.3M a quarter earlier.

Fund positioning in PBL was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Cary Street Partners, adding an estimated $4.24M. The largest seller was Jane Street, exiting entirely with an estimated $530K sold.

  • 4 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $37.7M of PGIM Portfolio Ballast ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 1 fund opened new PGIM Portfolio Ballast ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
  • The largest PGIM Portfolio Ballast ETF buyer in Q3 2025 was Cary Street Partners, an estimated $4.24M added.
  • The largest PGIM Portfolio Ballast ETF seller in Q3 2025 was Jane Street, an estimated $530K sold.

Based on aggregated 13F filings for Q3 2025.