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PGIM US Large-Cap Buffer 20 ETF March
PBMR

5 hedge funds and large institutions have $2.78M invested in PGIM US Large-Cap Buffer 20 ETF March in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 3 → 5 (+2)

64% more capital invested

Capital invested by funds: $1.69M → $2.78M (+$1.09M)

9.01% more ownership

Funds ownership: 41.66% → 50.67% (+9%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.12M
2
DFA
DHJJ Financial Advisors
Illinois
+$156K
3
UBS Group
UBS Group
Switzerland
+$1.23K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.2M – – –
Prudential Financial
2
Prudential Financial
New Jersey
$1.15M +$1.12M +44,062 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$273K – – –
DFA
4
DHJJ Financial Advisors
Illinois
$159K +$156K +6,095 New
UBS Group
5
UBS Group
Switzerland
$1.25K +$1.23K +48 New

PBMR Hedge Fund Activity: Q2 2024 in Review

5 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) for Q2 2024, worth a combined $2.78M — up 64% from $1.69M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBMR positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $1.12M.

  • 5 institutional investors held PGIM US Large-Cap Buffer 20 ETF March (PBMR) as of Q2 2024, up from 3 in Q1 2024.
  • Funds reported $2.78M of PGIM US Large-Cap Buffer 20 ETF March stock for Q2 2024, up 64% quarter-over-quarter.
  • 3 funds opened new PGIM US Large-Cap Buffer 20 ETF March positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF March buyer in Q2 2024 was Prudential Financial, an estimated $1.12M added.

Based on aggregated 13F filings for Q2 2024.