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PGIM US Large-Cap Buffer 20 ETF March

10 hedge funds and large institutions have $8.37M invested in PGIM US Large-Cap Buffer 20 ETF March in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

72% more capital invested

Capital invested by funds: $4.88M → $8.37M (+$3.49M)

43% more funds holding

Funds holding: 710 (+3)

6.19% less ownership

Funds ownership: 70.99%64.8% (-6.2%)

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$3.26M +$511K +18,423 +18%
JSA
2
Jim Saulnier & Associates
Colorado
$2.08M +$1.76M +63,496 +526%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.47M +$235K +8,483 +19%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$380K +$140K +5,036 +57%
CF
5
Centaurus Financial
California
$298K +$301K +10,857 New
TSW
6
Three Seasons Wealth
Utah
$255K +$257K +9,269 New
Citadel Advisors
7
Citadel Advisors
Florida
$252K +$255K +9,180 New
DFA
8
DHJJ Financial Advisors
Illinois
$251K +$84K +3,025 +50%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$77K -$68.7K -2,477 -47%
UBS Group
10
UBS Group
Switzerland
$51K +$50.2K +1,809 +3,769%

PBMR Hedge Fund Activity: Q1 2025 in Review

10 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) for Q1 2025, worth a combined $8.37M — up 72% from $4.88M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBMR positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Jim Saulnier & Associates, adding an estimated $1.76M. The largest seller was Royal Bank of Canada, cutting an estimated $68.7K.

  • 10 institutional investors held PGIM US Large-Cap Buffer 20 ETF March (PBMR) as of Q1 2025, up from 7 in Q4 2024.
  • Funds reported $8.37M of PGIM US Large-Cap Buffer 20 ETF March stock for Q1 2025, up 72% quarter-over-quarter.
  • 3 funds opened new PGIM US Large-Cap Buffer 20 ETF March positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF March buyer in Q1 2025 was Jim Saulnier & Associates, an estimated $1.76M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF March seller in Q1 2025 was Royal Bank of Canada, an estimated $68.7K sold.

Based on aggregated 13F filings for Q1 2025.