Pgim ETF Tr (PFRL) Hedge Fund Ownership (Q2 2026)

Pgim ETF Tr (PFRL)

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

Smart Money Signals — PFRL

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added PFRL 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

32 hedge funds hold PFRL right now — the highest count in 3.0 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.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

19 buying12 selling

Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 6 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 38% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 38% new

Only 7 funds (22%) 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.

💰

Price up while funds trimmed (+5% value, -24% shares)

Value

+5%

-24%

Last quarter: total value of institutional PFRL holdings rose +5% even though funds reduced share count by 24%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~7 new funds/quarter

3 → 7 → 6 → 5 → 7 new funds/Q

New funds entering each quarter: 7 → 6 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 25% veterans, 50% new entrants

■ 25% veterans ■ 25% 1-2yr ■ 50% new

Of 32 current holders: 8 (25%) held 2+ years, 8 held 1–2 years, 16 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

5 of 31 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	31	29	6.9%
13F Shares	2M	2M	-24.09%
Total Value	$78M	$75M	5.1%
New Positions	7	5	+2
Increased Positions	12	10	+2
Closed Positions	4	4	-
Reduced Positions	8	10	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.9%

13F Shares

-24.09%

Total Value

$78M

$75M

5.1%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

31 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PFRL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Moody National Bank Trust Division	0.58%	141,096	$7.0M
2	Inspire Advisors, LLC	0.13%	38,596	$1.9M
3	Tactive Advisors, LLC	0.10%	8,262	$409K
4	Sheets Smith Wealth Management	0.09%	18,899	$934K
5	Secure Asset Management, LLC	0.06%	8,933	$442K
6	Prudential Financial Inc	0.03%	577,097	$28.5M
7	Kestra Private Wealth Services, LLC	0.03%	51,397	$2.5M
8	Focus Financial Network, Inc.	0.02%	13,949	$693K
9	Wealthcare Advisory Partners LLC	0.01%	15,001	$742K
10	Oppenheimer & Co Inc	0.01%	17,998	$890K
11	Raymond James Financial Inc	0.01%	454,496	$22.5M
12	Summit Financial, LLC	0.01%	10,177	$506K
13	Osaic Holdings, INC.	0.00%	76,114	$3.8M
14	Kestra Advisory Services, LLC	0.00%	13,539	$669K
15	Clearstead Advisors, LLC	0.00%	4,442	$220K
16	Mariner, LLC	0.00%	38,074	$1.9M
17	Wealth Enhancement Advisory Services, LLC	0.00%	23,755	$1.2M
18	Colonial Trust Advisors	0.00%	448	$22K
19	Triumph Capital Management	0.00%	150	$7K
20	Cetera Investment Advisers	0.00%	27,422	$1.4M
21	Truist Financial Corp	0.00%	16,070	$795K
22	CoreCap Advisors, LLC	0.00%	640	$32K
23	Mml Investors Services, LLC	0.00%	4,233	$209K
24	International Assets Investment Management, LLC	0.00%	127	$6K
25	Strategic Wealth Partners, Ltd.	0.00%	100	$5K

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 ETF Tr (PFRL)

What does the Smart Money Trend signal show for PFRL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFRL 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 PFRL?

More buyers than sellers — 61% buying: Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PFRL holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 31 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PFRL?

Mostly new holders — 38% entered in last year: Only 7 funds (22%) 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.

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.

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Pgim ETF Tr (PFRL)

Smart Money Signals — PFRL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 38% entered in last year

Price up while funds trimmed (+5% value, -24% shares)

Steady discovery — ~7 new funds/quarter

Mixed cohorts — 25% veterans, 50% new entrants

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — PFRL

Hedge Fund Ownership: PFRL

Market Analysis: PFRL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFRL

Hedge Fund Positioning: PFRL

Statistics: PFRL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pgim ETF Tr (PFRL)

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