PGIM US Large-Cap Buffer 20 ETF - September
PBSE
7 hedge funds and large institutions have $6.11M invested in PGIM US Large-Cap Buffer 20 ETF - September in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
60% more capital invested
Capital invested by funds: $3.81M → $6.11M (+$2.3M)
12.51% more ownership
Funds ownership: 68.97% → 81.47% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.11M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$817K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$279K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$201K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $4.53M | +$1.11M | +41,762 | +34% |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $852K | +$817K | +30,678 | New |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $291K | +$279K | +10,476 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $209K | +$201K | +7,535 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $199K | +$191K | +7,172 | New |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $27.3K | +$10.2K | +384 | +64% |
|
7
UBS Group
Zurich,
Switzerland
| $28 | – | – | – |
|
|
FHC
8
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$601K | -22,862 | Closed |
|
PBSE Hedge Fund Activity: Q2 2025 in Review
7 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) for Q2 2025, worth a combined $6.11M — up 60% from $3.81M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PBSE positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.11M. The largest seller was First Heartland Consultants, exiting entirely with an estimated $601K sold.
- 7 institutional investors held PGIM US Large-Cap Buffer 20 ETF - September (PBSE) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $6.11M of PGIM US Large-Cap Buffer 20 ETF - September stock for Q2 2025, up 60% quarter-over-quarter.
- 4 funds opened new PGIM US Large-Cap Buffer 20 ETF - September positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - September buyer in Q2 2025 was Prudential Financial, an estimated $1.11M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - September seller in Q2 2025 was First Heartland Consultants, an estimated $601K sold.
Based on aggregated 13F filings for Q2 2025.