PGIM US Large-Cap Buffer 20 ETF - May
PBMY
8 hedge funds and large institutions have $11.4M invested in PGIM US Large-Cap Buffer 20 ETF - May in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $11.3M → $11.4M (+$97.9K)
1.36% less ownership
Funds ownership: 85.3% → 83.94% (-1.4%)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$539K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$451K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$238K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$29K |
| 4 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
-$495 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $5.25M | +$539K | +18,520 | +12% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $2.93M | -$495 | -17 | -0% |
|
|
SWM
3
Spire Wealth Management
Mclean,
Virginia
| $1.36M | -$238K | -8,189 | -15% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $941K | -$29K | -995 | -3% |
|
|
KPWS
5
Kestra Private Wealth Services
Austin,
Texas
| $459K | – | – | – |
|
|
CF
6
Centaurus Financial
Anaheim,
California
| $239K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $140K | +$3.73K | +128 | +3% |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $59.3K | – | – | – |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$451K | -15,683 | Closed |
|
PBMY Hedge Fund Activity: Q3 2025 in Review
8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q3 2025, worth a combined $11.4M — up 0.87% from $11.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PBMY and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Prudential Financial, adding an estimated $539K. The largest seller was Old Mission Capital, exiting entirely with an estimated $451K sold.
- 8 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $11.4M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q3 2025, up 0.87% quarter-over-quarter.
- 0 funds opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q3 2025 and 1 closed out, a net change of -1 holder.
- The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q3 2025 was Prudential Financial, an estimated $539K added.
- The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q3 2025 was Old Mission Capital, an estimated $451K sold.
Based on aggregated 13F filings for Q3 2025.