PGIM US Large-Cap Buffer 20 ETF - September
PBSE
10 hedge funds and large institutions have $17.1M invested in PGIM US Large-Cap Buffer 20 ETF - September in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4.67% less ownership
Funds ownership: 83.09% → 78.42% (-4.7%)
40% less capital invested
Capital invested by funds: $28.6M → $17.1M (-$11.5M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$212K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$13M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$161K |
| 3 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$114K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$46.7K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$5.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $8.67M | +$1.82M | +61,680 | +26% |
|
|
SWM
2
Spire Wealth Management
Mclean,
Virginia
| $3.06M | -$5.58K | -189 | -0.2% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.04M | -$46.7K | -1,584 | -2% |
|
|
JSA
4
Jim Saulnier & Associates
Fort Collins,
Colorado
| $1.63M | – | – | – |
|
|
AAM
5
American Asset Management
Boca Raton,
Florida
| $1.24M | -$114K | -3,872 | -8% |
|
6
Raymond James Financial
St Petersburg,
Florida
| $229K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $210K | +$212K | +7,199 | New |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $45.1K | – | – | – |
|
9
Morgan Stanley
New York
| $21.8K | – | – | – |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.91K | +$3.95K | +134 | New |
|
|
RPSA
11
Richard P. Slaughter Associates
Austin,
Texas
| – | -$13M | -441,890 | Closed |
|
|
KAS
12
Kestra Advisory Services
Austin,
Texas
| – | -$161K | -5,454 | Closed |
|
PBSE Hedge Fund Activity: Q1 2026 in Review
10 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PGIM US Large-Cap Buffer 20 ETF - September (PBSE) for Q1 2026, worth a combined $17.1M — down 40% from $28.6M a quarter earlier.
Fund positioning in PBSE was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.82M. The largest seller was Richard P. Slaughter Associates, exiting entirely with an estimated $13M sold.
- 10 institutional investors held PGIM US Large-Cap Buffer 20 ETF - September (PBSE) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $17.1M of PGIM US Large-Cap Buffer 20 ETF - September stock for Q1 2026, down 40% quarter-over-quarter.
- 2 funds opened new PGIM US Large-Cap Buffer 20 ETF - September positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest PGIM US Large-Cap Buffer 20 ETF - September buyer in Q1 2026 was Prudential Financial, an estimated $1.82M added.
- The largest PGIM US Large-Cap Buffer 20 ETF - September seller in Q1 2026 was Richard P. Slaughter Associates, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2026.