PGIM US Large-Cap Buffer 20 ETF - May
PBMY
11 hedge funds and large institutions have $14.6M invested in PGIM US Large-Cap Buffer 20 ETF - May in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and closing their positions.
12% more capital invested
Capital invested by funds: $13.1M → $14.6M (+$1.57M)
10% more funds holding
Funds holding: 10 → 11 (+1)
1.36% less ownership
Funds ownership: 92.63% → 91.27% (-1.4%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.67M |
| 2 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
|
+$228K |
| 3 |
JSA
Jim Saulnier & Associates
Fort Collins,
Colorado
|
+$2.2K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$362 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$172K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$65.6K |
| 4 |
BWAM
Blue Water Asset Management
Grand Rapids,
Michigan
|
-$55.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $8.69M | +$1.67M | +55,417 | +24% |
|
|
JSA
2
Jim Saulnier & Associates
Fort Collins,
Colorado
| $3.01M | +$2.2K | +73 | +0.1% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $771K | -$118K | -3,909 | -13% |
|
|
SWM
4
Spire Wealth Management
Mclean,
Virginia
| $743K | -$172K | -5,712 | -19% |
|
|
KPWS
5
Kestra Private Wealth Services
Austin,
Texas
| $472K | +$362 | +12 | +0.1% |
|
|
CF
6
Centaurus Financial
Anaheim,
California
| $246K | – | – | – |
|
|
BWAM
7
Blue Water Asset Management
Grand Rapids,
Michigan
| $229K | -$55.2K | -1,830 | -19% |
|
|
LWP
8
LeClair Wealth Partners
Dublin,
Ohio
| $229K | +$228K | +7,569 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $123K | -$32.7K | -1,085 | -21% |
|
|
10
UBS Group
Zurich,
Switzerland
| $74.3K | -$65.6K | -2,174 | -47% |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $54.8K | – | – | – |
|
PBMY Hedge Fund Activity: Q1 2026 in Review
11 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - May (PBMY) for Q1 2026, worth a combined $14.6M — up 12% from $13.1M 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 5 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.67M. The largest seller was Spire Wealth Management, cutting an estimated $172K.
- 11 institutional investors held PGIM US Large-Cap Buffer 20 ETF - May (PBMY) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $14.6M of PGIM US Large-Cap Buffer 20 ETF - May stock for Q1 2026, up 12% quarter-over-quarter.
- 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - May positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest PGIM US Large-Cap Buffer 20 ETF - May buyer in Q1 2026 was Prudential Financial, an estimated $1.67M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - May seller in Q1 2026 was Spire Wealth Management, an estimated $172K sold.
Based on aggregated 13F filings for Q1 2026.