PGIM US Large-Cap Buffer 20 ETF - May
PBMY
6 hedge funds and large institutions have $5.48M invested in PGIM US Large-Cap Buffer 20 ETF - May in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
37% more capital invested
Capital invested by funds: $4.01M → $5.48M (+$1.47M)
20% more funds holding
Funds holding: 5 → 6 (+1)
12.43% more ownership
Funds ownership: 78.65% → 91.08% (+12%)
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
|
+$1.35M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$69.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$37.7K |
| 2 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$543 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $2.74M | +$1.35M | +49,800 | +98% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.14M | – | – | – |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $457K | – | – | – |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $70K | +$69.1K | +2,544 | New |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $55.5K | -$543 | -20 | -1% |
|
|
6
UBS Group
Zurich,
Switzerland
| $7.11K | -$37.7K | -1,389 | -84% |
|
PBMY Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q4 2024, worth a combined $5.48M — up 37% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new PBMY positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.35M. The largest seller was UBS Group, cutting an estimated $37.7K.
- 6 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $5.48M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q4 2024, up 37% quarter-over-quarter.
- 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q4 2024 was Prudential Financial, an estimated $1.35M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q4 2024 was UBS Group, an estimated $37.7K sold.
Based on aggregated 13F filings for Q4 2024.