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PBSE

PGIM US Large-Cap Buffer 20 ETF - September

4 hedge funds and large institutions have $2.81M invested in PGIM US Large-Cap Buffer 20 ETF - September in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more capital invested

Capital invested by funds: $1.47M → $2.81M (+$1.33M)

33% more funds holding

Funds holding: 34 (+1)

19.14% more ownership

Funds ownership: 46.9%66.04% (+19%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.35M
2
UBS Group
UBS Group
Switzerland
+$26

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.5K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$2.72M +$1.35M +50,840 +98%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$68K -$38.5K -1,455 -36%
DFA
3
DHJJ Financial Advisors
Illinois
$15.9K
UBS Group
4
UBS Group
Switzerland
$27 +$26 +1 New

PBSE Hedge Fund Activity: Q4 2024 in Review

4 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) for Q4 2024, worth a combined $2.81M — up 90% from $1.47M a quarter earlier.

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

The largest buyer was Prudential Financial, adding an estimated $1.35M. The largest seller was Royal Bank of Canada, cutting an estimated $38.5K.

  • 4 institutional investors held PGIM US Large-Cap Buffer 20 ETF - September (PBSE) as of Q4 2024, up from 3 in Q3 2024.
  • Funds reported $2.81M of PGIM US Large-Cap Buffer 20 ETF - September stock for Q4 2024, up 90% quarter-over-quarter.
  • 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - September positions in Q4 2024 and 0 closed out, a net change of +1 holder.
  • The largest PGIM US Large-Cap Buffer 20 ETF - September buyer in Q4 2024 was Prudential Financial, an estimated $1.35M added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - September seller in Q4 2024 was Royal Bank of Canada, an estimated $38.5K sold.

Based on aggregated 13F filings for Q4 2024.