PGIM US Large-Cap Buffer 20 ETF March
PBMR
7 hedge funds and large institutions have $3.61M invested in PGIM US Large-Cap Buffer 20 ETF March in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
30% more capital invested
Capital invested by funds: $2.78M → $3.61M (+$833K)
10.33% more ownership
Funds ownership: 50.67% → 61% (+10%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$298K |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$44.1K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $1.36M | +$169K | +6,408 | +15% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.22M | -$7.23K | -274 | -0.6% |
|
|
JSA
3
Jim Saulnier & Associates
Fort Collins,
Colorado
| $325K | +$319K | +12,071 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $303K | +$298K | +11,268 | New |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $236K | -$44.1K | -1,672 | -16% |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $164K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $1.29K | – | – | – |
|
PBMR Hedge Fund Activity: Q3 2024 in Review
7 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) for Q3 2024, worth a combined $3.61M — up 30% from $2.78M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBMR positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $298K. The largest seller was Cetera Investment Advisers, cutting an estimated $44.1K.
- 7 institutional investors held PGIM US Large-Cap Buffer 20 ETF March (PBMR) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $3.61M of PGIM US Large-Cap Buffer 20 ETF March stock for Q3 2024, up 30% quarter-over-quarter.
- 2 funds opened new PGIM US Large-Cap Buffer 20 ETF March positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF March buyer in Q3 2024 was Old Mission Capital, an estimated $298K added.
- The largest PGIM US Large-Cap Buffer 20 ETF March seller in Q3 2024 was Cetera Investment Advisers, an estimated $44.1K sold.
Based on aggregated 13F filings for Q3 2024.