PGIM US Large-Cap Buffer 20 ETF - September
PBSE
10 hedge funds and large institutions have $28.6M invested in PGIM US Large-Cap Buffer 20 ETF - September in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
25% more funds holding
Funds holding: 8 → 10 (+2)
9% more capital invested
Capital invested by funds: $26.4M → $28.6M (+$2.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.97% less ownership
Funds ownership: 91.06% → 83.09% (-8%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.57M |
| 2 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$523K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$159K |
| 4 |
Morgan Stanley
New York
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$300K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$168K |
| 3 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$11.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPSA
1
Richard P. Slaughter Associates
Austin,
Texas
| $13M | +$523K | +17,943 | +4% |
|
|
2
Prudential Financial
Newark,
New Jersey
| $6.95M | +$1.57M | +53,841 | +30% |
|
|
SWM
3
Spire Wealth Management
Mclean,
Virginia
| $3.09M | -$168K | -5,769 | -5% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.11M | -$300K | -10,309 | -13% |
|
|
JSA
5
Jim Saulnier & Associates
Fort Collins,
Colorado
| $1.64M | – | – | – |
|
|
AAM
6
American Asset Management
Boca Raton,
Florida
| $1.37M | -$11.3K | -388 | -0.8% |
|
7
Raymond James Financial
St Petersburg,
Florida
| $231K | – | – | – |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $161K | +$159K | +5,454 | New |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $45.6K | – | – | – |
|
|
10
Morgan Stanley
New York
| $22.1K | +$21.8K | +749 | New |
|
PBSE Hedge Fund Activity: Q4 2025 in Review
10 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) for Q4 2025, worth a combined $28.6M — up 8.7% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBSE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.57M. The largest seller was Commonwealth Equity Services, cutting an estimated $300K.
- 10 institutional investors held PGIM US Large-Cap Buffer 20 ETF - September (PBSE) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $28.6M of PGIM US Large-Cap Buffer 20 ETF - September stock for Q4 2025, up 8.7% quarter-over-quarter.
- 2 funds opened new PGIM US Large-Cap Buffer 20 ETF - September positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - September buyer in Q4 2025 was Prudential Financial, an estimated $1.57M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - September seller in Q4 2025 was Commonwealth Equity Services, an estimated $300K sold.
Based on aggregated 13F filings for Q4 2025.