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PBNV

PGIM US Large-Cap Buffer 20 ETF - November
PBNV

12 hedge funds and large institutions have $24.3M invested in PGIM US Large-Cap Buffer 20 ETF - November in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $19.8M → $24.3M (+$4.52M)

14.52% more ownership

Funds ownership: 82.27% → 96.78% (+15%)

14% less funds holding

Funds holding: 14 → 12 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWP
LeClair Wealth Partners
Ohio
+$3.79M
2
Prudential Financial
Prudential Financial
New Jersey
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$430K
2
MML Investors Services
MML Investors Services
Massachusetts
-$293K
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.2K
4
SWM
Spire Wealth Management
Virginia
-$1.77K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$8.67M +$1.87M +63,697 +27%
BWAM
2
Blue Water Asset Management
Michigan
$3.72M – – –
LWP
3
LeClair Wealth Partners
Ohio
$3.72M +$3.79M +128,780 New
JSA
4
Jim Saulnier & Associates
Colorado
$3.24M – – –
SWM
5
Spire Wealth Management
Virginia
$2.18M -$1.77K -60 -0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.38M -$430K -14,599 -23%
KAS
7
Kestra Advisory Services
Texas
$535K – – –
CFP
8
Cypress Financial Planning
New Jersey
$258K – – –
IA
9
Integrity Alliance
Iowa
$229K – – –
AAM
10
American Asset Management
Florida
$201K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$146K -$1.09K -37 -0.7%
DFA
12
DHJJ Financial Advisors
Illinois
$52.1K – – –
MML Investors Services
13
MML Investors Services
Massachusetts
– -$293K -9,975 Closed
Osaic Holdings
14
Osaic Holdings
Arizona
– -$10.2K -347 Closed
UBS Group
15
UBS Group
Switzerland
– -$882 -30 Closed

PBNV Hedge Fund Activity: Q1 2026 in Review

12 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - November (PBNV) for Q1 2026, worth a combined $24.3M — up 23% from $19.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBNV and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.

The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $3.79M. The largest seller was Commonwealth Equity Services, cutting an estimated $430K.

  • 12 institutional investors held PGIM US Large-Cap Buffer 20 ETF - November (PBNV) as of Q1 2026, down from 14 in Q4 2025.
  • Funds reported $24.3M of PGIM US Large-Cap Buffer 20 ETF - November stock for Q1 2026, up 23% quarter-over-quarter.
  • 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - November positions in Q1 2026 and 3 closed out, a net change of -2 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - November buyer in Q1 2026 was LeClair Wealth Partners, an estimated $3.79M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - November seller in Q1 2026 was Commonwealth Equity Services, an estimated $430K sold.

Based on aggregated 13F filings for Q1 2026.