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PGIM US Large-Cap Buffer 20 ETF March
PBMR

16 hedge funds and large institutions have $26.5M invested in PGIM US Large-Cap Buffer 20 ETF March in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

111% more capital invested

Capital invested by funds: $12.6M → $26.5M (+$14M)

45% more funds holding

Funds holding: 11 → 16 (+5)

11.57% more ownership

Funds ownership: 77.65% → 89.23% (+12%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.45M
2
SMC
Smith, Moore & Co
Missouri
+$2.98M
3
Prudential Financial
Prudential Financial
New Jersey
+$1.79M
4
SWM
Spire Wealth Management
Virginia
+$1.32M
5
JSA
Jim Saulnier & Associates
Colorado
+$676K

Top Sellers

Rank Fund Capital Flow
1
BWAM
Blue Water Asset Management
Michigan
-$60.6K
2
UBS Group
UBS Group
Switzerland
-$33.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$8.68M +$1.79M +58,324 +26%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.87M +$5.45M +177,964 +365%
SMC
3
Smith, Moore & Co
Missouri
$2.95M +$2.98M +97,310 New
JSA
4
Jim Saulnier & Associates
Colorado
$2.87M +$676K +22,071 +30%
SWM
5
Spire Wealth Management
Virginia
$1.31M +$1.32M +43,146 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$538K +$129K +4,203 +31%
BWAM
7
Blue Water Asset Management
Michigan
$480K -$60.6K -1,978 -11%
LWP
8
LeClair Wealth Partners
Ohio
$480K +$485K +15,826 New
Raymond James Financial
9
Raymond James Financial
Florida
$445K +$449K +14,667 New
KWA
10
Kingswood Wealth Advisors
California
$369K +$373K +12,182 New
DFA
11
DHJJ Financial Advisors
Illinois
$368K +$92K +3,003 +33%
KAS
12
Kestra Advisory Services
Texas
$339K +$155K +5,068 +83%
TSW
13
Three Seasons Wealth
Utah
$281K – – –
EWS
14
Evergreen Wealth Solutions
Pennsylvania
$254K +$256K +8,367 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$139K +$116K +3,783 +464%
CF
16
Centaurus Financial
California
$131K – – –
UBS Group
17
UBS Group
Switzerland
– -$33.2K -1,087 Closed

PBMR Hedge Fund Activity: Q1 2026 in Review

16 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF March (PBMR) for Q1 2026, worth a combined $26.5M — up 111% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBMR positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.45M. The largest seller was Blue Water Asset Management, cutting an estimated $60.6K.

  • 16 institutional investors held PGIM US Large-Cap Buffer 20 ETF March (PBMR) as of Q1 2026, up from 11 in Q4 2025.
  • Funds reported $26.5M of PGIM US Large-Cap Buffer 20 ETF March stock for Q1 2026, up 111% quarter-over-quarter.
  • 6 funds opened new PGIM US Large-Cap Buffer 20 ETF March positions in Q1 2026 and 1 closed out, a net change of +5 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF March buyer in Q1 2026 was Commonwealth Equity Services, an estimated $5.45M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF March seller in Q1 2026 was Blue Water Asset Management, an estimated $60.6K sold.

Based on aggregated 13F filings for Q1 2026.