PGIM US Large-Cap Buffer 20 ETF - May
PBMY
5 hedge funds and large institutions have $4.01M invested in PGIM US Large-Cap Buffer 20 ETF - May 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.
135% more capital invested
Capital invested by funds: $1.71M → $4.01M (+$2.3M)
78.65% more ownership
Funds ownership: 0% → 78.65% (+79%)
67% more funds holding
Funds holding: 3 → 5 (+2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$169K |
| 2 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$79K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSA
1
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.1M | +$2.07M | +78,452 | New |
|
|
2
Prudential Financial
Newark,
New Jersey
| $1.36M | +$169K | +6,424 | +15% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $448K | -$79K | -3,000 | -15% |
|
|
DFA
4
DHJJ Financial Advisors
Naperville,
Illinois
| $55K | +$54K | +2,050 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $44.2K | -$2.92K | -111 | -6% |
|
PBMY Hedge Fund Activity: Q3 2024 in Review
5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q3 2024, worth a combined $4.01M — up 135% from $1.71M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBMY positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Prudential Financial, adding an estimated $169K. The largest seller was Commonwealth Equity Services, cutting an estimated $79K.
- 5 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q3 2024, up from 3 in Q2 2024.
- Funds reported $4.01M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q3 2024, up 135% quarter-over-quarter.
- 2 funds opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q3 2024 and 0 closed out, a net change of +2 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q3 2024 was Prudential Financial, an estimated $169K added.
- The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q3 2024 was Commonwealth Equity Services, an estimated $79K sold.
Based on aggregated 13F filings for Q3 2024.