We are live on ! Find out more
PFRL icon

PGIM Floating Rate Income ETF

27 hedge funds and large institutions have $74.3M invested in PGIM Floating Rate Income ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $71.3M → $74.3M (+$2.99M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2827 (-1)

30.06% less ownership

Funds ownership: 98.61%68.56% (-30%)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$33.4M +$4.93M +100,000 +17%
Raymond James Financial
2
Raymond James Financial
Florida
$17.1M +$826K +16,756 +5%
MNBTD
3
Moody National Bank Trust Division
Texas
$6.75M +$421K +8,529 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.74M +$3.7M +75,053 +4,277%
KPWS
5
Kestra Private Wealth Services
Texas
$2.11M -$1.74M -35,391 -45%
IA
6
Inspire Advisors
Idaho
$1.82M +$1.4M +28,389 +318%
Mariner
7
Mariner
Kansas
$1.78M +$7.1K +144 +0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.29M -$95.7K -1,941 -7%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$197K -3,993 -15%
KAS
10
Kestra Advisory Services
Texas
$1.03M +$707K +14,345 +214%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$925K -$28.6K -581 -3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$885K -$1.42M -28,720 -61%
Jane Street
13
Jane Street
New York
$484K +$489K +9,927 New
SAM
14
Secure Asset Management
Michigan
$435K -$15.5K -315 -3%
SF
15
Summit Financial
New Jersey
$434K +$77.5K +1,572 +22%
MML Investors Services
16
MML Investors Services
Massachusetts
$331K -$141K -2,863 -30%
TA
17
Tactive Advisors
Florida
$322K -$6.9K -140 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$279K +$13.2K +267 +5%
CA
19
CoreCap Advisors
Michigan
$52.6K
SC
20
Stance Capital
Massachusetts
$43K +$43.5K +882 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$40K +$40K +812 +13,533%
CTA
22
Colonial Trust Advisors
South Carolina
$21.8K +$5.62K +114 +34%
Morgan Stanley
23
Morgan Stanley
New York
$7.36K -$5.28K -107 -41%
TCM
24
Triumph Capital Management
Colorado
$7.31K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6.77K -$8.88K -180 -56%

PFRL Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PGIM Floating Rate Income ETF (PFRL) for Q1 2026, worth a combined $74.3M — up 4.2% from $71.3M a quarter earlier.

Fund positioning in PFRL was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Prudential Financial, adding an estimated $4.93M. The largest seller was Kestra Private Wealth Services, cutting an estimated $1.74M.

  • 27 institutional investors held PGIM Floating Rate Income ETF (PFRL) as of Q1 2026, down from 28 in Q4 2025.
  • Funds reported $74.3M of PGIM Floating Rate Income ETF stock for Q1 2026, up 4.2% quarter-over-quarter.
  • 4 funds opened new PGIM Floating Rate Income ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest PGIM Floating Rate Income ETF buyer in Q1 2026 was Prudential Financial, an estimated $4.93M added.
  • The largest PGIM Floating Rate Income ETF seller in Q1 2026 was Kestra Private Wealth Services, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2026.