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PBSE

PGIM US Large-Cap Buffer 20 ETF - September

4 hedge funds and large institutions have $3.81M invested in PGIM US Large-Cap Buffer 20 ETF - September in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $2.81M → $3.81M (+$1M)

2.93% more ownership

Funds ownership: 66.04%68.97% (+2.9%)

0% more funds holding

Funds holding: 44 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
4
Holders Change
Holders Change %
0%
% 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
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$3.19M +$504K +18,860 +18%
FHC
2
First Heartland Consultants
Missouri
$601K +$610K +22,862 New
DFA
3
DHJJ Financial Advisors
Illinois
$15.8K
UBS Group
4
UBS Group
Switzerland
$26
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
-$68K -2,553 Closed

PBSE Hedge Fund Activity: Q1 2025 in Review

4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) for Q1 2025, worth a combined $3.81M — up 36% from $2.81M a quarter earlier.

Fund positioning in PBSE was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was First Heartland Consultants, opening a new position worth an estimated $610K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $68K sold.

  • 4 institutional investors held PGIM US Large-Cap Buffer 20 ETF - September (PBSE) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $3.81M of PGIM US Large-Cap Buffer 20 ETF - September stock for Q1 2025, up 36% quarter-over-quarter.
  • 1 fund opened new PGIM US Large-Cap Buffer 20 ETF - September positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest PGIM US Large-Cap Buffer 20 ETF - September buyer in Q1 2025 was First Heartland Consultants, an estimated $610K added.
  • The largest PGIM US Large-Cap Buffer 20 ETF - September seller in Q1 2025 was Royal Bank of Canada, an estimated $68K sold.

Based on aggregated 13F filings for Q1 2025.