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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.
New
Increased
Maintained
Reduced
Closed
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
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$64.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSP
1
Cary Street Partners
Richmond,
Virginia
| $38.1M | +$1.69M | +53,804 | +5% |
|
|
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.86M | +$1.89M | +60,306 | New |
|
3
JP Morgan Chase
New York
| $780K | +$790K | +25,235 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $480K | -$26.6K | -848 | -5% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $244K | +$247K | +7,900 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$64.6K | -2,083 | Closed |
|