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PBMY

PGIM US Large-Cap Buffer 20 ETF - May

7 hedge funds and large institutions have $6.11M invested in PGIM US Large-Cap Buffer 20 ETF - May in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

17% more funds holding

Funds holding: 67 (+1)

11% more capital invested

Capital invested by funds: $5.48M → $6.11M (+$630K)

1.89% more ownership

Funds ownership: 91.08%92.97% (+1.9%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$3.25M +$509K +18,469 +18%
JSA
2
Jim Saulnier & Associates
Colorado
$1.85M -$297K -10,788 -14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$481K +$23.9K +867 +5%
Citadel Advisors
4
Citadel Advisors
Florida
$252K +$253K +9,195 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$214K +$145K +5,258 +207%
DFA
6
DHJJ Financial Advisors
Illinois
$55.6K
UBS Group
7
UBS Group
Switzerland
$301 -$6.86K -249 -96%

PBMY Hedge Fund Activity: Q1 2025 in Review

7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q1 2025, worth a combined $6.11M — up 11% from $5.48M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PBMY positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Prudential Financial, adding an estimated $509K. The largest seller was Jim Saulnier & Associates, cutting an estimated $297K.

  • 7 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q1 2025, up from 6 in Q4 2024.
  • Funds reported $6.11M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q1 2025, up 11% quarter-over-quarter.
  • 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q1 2025 and 0 closed out, a net change of +1 holder.
  • The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q1 2025 was Prudential Financial, an estimated $509K added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q1 2025 was Jim Saulnier & Associates, an estimated $297K sold.

Based on aggregated 13F filings for Q1 2025.