PGIM Portfolio Ballast ETF
5 hedge funds and large institutions have $41.4M invested in PGIM Portfolio Ballast ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $37.7M → $41.4M (+$3.79M)
2.16% more ownership
Funds ownership: 53.25% → 55.42% (+2.2%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$1.89M |
| 2 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$1.69M |
| 3 |
JP Morgan Chase
New York
|
+$790K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$64.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.6K |
PBL Hedge Fund Activity: Q4 2025 in Review
5 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q4 2025, worth a combined $41.4M — up 10% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBL positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, opening a new position worth an estimated $1.89M. The largest seller was UBS Group, exiting entirely with an estimated $64.6K sold.
- 5 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $41.4M of PGIM Portfolio Ballast ETF stock for Q4 2025, up 10% quarter-over-quarter.
- 3 funds opened new PGIM Portfolio Ballast ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest PGIM Portfolio Ballast ETF buyer in Q4 2025 was Cary Street Partners Investment Advisory, an estimated $1.89M added.
- The largest PGIM Portfolio Ballast ETF seller in Q4 2025 was UBS Group, an estimated $64.6K sold.
Based on aggregated 13F filings for Q4 2025.