PGIM US Large-Cap Buffer 20 ETF - May
PBMY
9 hedge funds and large institutions have $11.3M invested in PGIM US Large-Cap Buffer 20 ETF - May in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
85% more capital invested
Capital invested by funds: $6.11M → $11.3M (+$5.17M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
7.67% less ownership
Funds ownership: 92.97% → 85.3% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.5M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$1.13M |
| 3 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$880K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$434K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$252K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$88.2K |
| 3 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
-$526 |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$301 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $4.59M | +$1.13M | +40,883 | +34% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.86M | +$880K | +31,758 | +47% |
|
|
SWM
3
Spire Wealth Management
Mclean,
Virginia
| $1.56M | +$1.5M | +54,283 | New |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $947K | +$425K | +15,350 | +87% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $451K | +$434K | +15,683 | New |
|
|
KPWS
6
Kestra Private Wealth Services
Austin,
Texas
| $448K | +$431K | +15,575 | New |
|
|
CF
7
Centaurus Financial
Anaheim,
California
| $233K | +$225K | +8,119 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $133K | -$88.2K | -3,185 | -41% |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $57.8K | -$526 | -19 | -0.9% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$252K | -9,195 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$301 | -11 | Closed |
|
PBMY Hedge Fund Activity: Q2 2025 in Review
9 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q2 2025, worth a combined $11.3M — up 85% from $6.11M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PBMY positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $1.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $252K sold.
- 9 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $11.3M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q2 2025, up 85% quarter-over-quarter.
- 4 funds opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q2 2025 was Spire Wealth Management, an estimated $1.5M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q2 2025 was Citadel Advisors, an estimated $252K sold.
Based on aggregated 13F filings for Q2 2025.