PGIM Portfolio Ballast ETF
5 hedge funds and large institutions have $42.9M invested in PGIM Portfolio Ballast ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
3.76% more ownership
Funds ownership: 55.42% → 59.17% (+3.8%)
4% more capital invested
Capital invested by funds: $41.4M → $42.9M (+$1.46M)
0% more funds holding
Funds holding: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.35M |
| 2 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$887K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$351K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$215K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSP
1
Cary Street Partners
Richmond,
Virginia
| $37.8M | +$887K | +28,766 | +2% |
|
|
CSPIA
2
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.15M | +$351K | +11,370 | +19% |
|
|
3
JP Morgan Chase
New York
| $2.04M | +$1.35M | +43,754 | +173% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $675K | +$215K | +6,982 | +45% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $237K | – | – | – |
|
PBL Hedge Fund Activity: Q1 2026 in Review
5 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in PGIM Portfolio Ballast ETF (PBL) for Q1 2026, worth a combined $42.9M — up 3.5% from $41.4M a quarter earlier.
Fund positioning in PBL was balanced in Q1 2026: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.35M.
- 5 institutional investors held PGIM Portfolio Ballast ETF (PBL) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $42.9M of PGIM Portfolio Ballast ETF stock for Q1 2026, up 3.5% quarter-over-quarter.
- 0 funds opened new PGIM Portfolio Ballast ETF positions in Q1 2026 and 0 closed out.
- The largest PGIM Portfolio Ballast ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $1.35M added.
Based on aggregated 13F filings for Q1 2026.