Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Rock ETF Tr (PBDE)

23 + Investors. Track Smart Money conviction in PBDE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — PBDE

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PBDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
23 hedge funds hold PBDE right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +77% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+77% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

8 buying6 selling
Last quarter: 8 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 6 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 0% conviction (2yr+) ■ 57% medium ■ 43% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~4 new funds/quarter

3 → 2 → 2 → 6 → 4 new funds/Q
New funds entering each quarter: 2 → 2 → 6 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new
Of 23 current holders: 14 (61%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 23 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PBDE

In 2026 Q1, 8 hedge funds were net buyers of PBDE (4 opened a new position, 4 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: PBDE

How many hedge funds hold PBDE — quarterly history vs. share price
Quarterly hedge fund ownership of PBDE vs. share price

Market Analysis: PBDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBDE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pgim Rock ETF Tr (PBDE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBDE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
PBDE
+6.5%
SPY
+14.9%

PBDE outperformed SPY by -8.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
PBDE
+0.9%
SPY
+1.1%

Since the filing became public, PBDE outperformed SPY by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PBDE
23 + Investors

Track Smart Money conviction in PBDE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 20 15.0%
13F Shares 1M 898K 17.39%
Total Value $31M $26M 15.54%
New Positions 4 6 -2
Increased Positions 4 8 -4
Closed Positions 1 1 -
Reduced Positions 5 2 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBDE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBDE. Verified SEC 13F-HR filings.

QUARTER:
Top 23 PBDE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LeClair Wealth Partners LLC 0.70% 70,321 $2.0M
2 Blue Water Asset Management 0.70% 70,321 $2.0M
3 Jim Saulnier & Associates, LLC 0.56% 39,721 $1.2M
4 Redwood Family Wealth LLC 0.50% 17,517 $508K
5 Grantvest Financial Group LLC 0.25% 13,079 $379K
6 Spire Wealth Management 0.08% 85,622 $2.5M
7 BCGM Wealth Management, LLC 0.07% 9,903 $287K
8 BlueStem Wealth Partners, LLC 0.03% 9,395 $273K
9 DHJJ Financial Advisors, Ltd. 0.02% 2,079 $60K
10 Kintra Wealth, LLC 0.02% 8,245 $239K
11 Kestra Private Wealth Services, LLC 0.01% 37,022 $1.1M
12 Prudential Financial Inc 0.01% 299,525 $8.7M
13 Kestra Investment Management, LLC 0.01% 18,761 $544K
14 Nbc Securities, INC. 0.00% 1,878 $54K
15 Old Mission Capital LLC 0.00% 7,574 $220K
16 Kestra Advisory Services, LLC 0.00% 31,050 $901K
17 Pinnacle Financial Partners, Inc. 0.00% 9,987 $290K
18 Raymond James Financial Inc 0.00% 227,273 $6.6M
19 Commonwealth Equity Services, LLC 0.00% 47,623 $1.4M
20 Creative Financial Designs Inc /Adv 0.00% 500 $15K
21 Cetera Investment Advisers 0.00% 19,908 $578K
22 Envestnet Asset Management Inc 0.00% 18,761 $544K
23 Royal Bank of Canada 0.00% 7,886 $229K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pgim Rock ETF Tr (PBDE)

What does the Smart Money Trend signal show for PBDE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PBDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PBDE?

Slight buying edge — 57% buying: Last quarter: 8 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PBDE holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 23 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBDE?

Mostly new holders — 43% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Pgim Rock ETF Tr (PBDE) following the 2026 Q1 hedge fund 13F filings?

As of today, PBDE has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), PBDE has gained +6.5% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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