Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim ETF Tr (PFRL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — PFRL

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
29 funds currently hold this stock — 91% of the 3.0-year high of 32 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

15 buying14 selling
Last quarter: 15 funds bought or added vs 14 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 7 → 6 → 5. 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

■ 24% conviction (2yr+) ■ 38% medium ■ 38% new
Only 7 funds (24%) 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 — ~5 new funds/quarter

7 → 3 → 7 → 6 → 5 new funds/Q
New funds entering each quarter: 3 → 7 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 24% veterans, 52% new entrants

■ 24% veterans ■ 24% 1-2yr ■ 52% new
Of 29 current holders: 7 (24%) held 2+ years, 7 held 1–2 years, 15 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
6 of 28 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — PFRL

In 2026 Q1, 15 hedge funds were net buyers of PFRL (5 opened a new position, 10 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: PFRL

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

Market Analysis: PFRL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFRL

-- --

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

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

Signal Freshness measures how much PFRL has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 36d ago
PFRL
+0.2%
SPY
+0.7%

PFRL outperformed SPY by -0.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · -9d ago
PFRL
+0.0%
SPY
-2.5%

Since the filing became public, PFRL outperformed SPY by +2.5% .

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
0.3
/ 10
conviction
Hedge Fund Positioning: PFRL
2026 Q2 Stats Unlock in 14 days 29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 28 3.57%
13F Shares 2M 2M 4.84%
Total Value $75M $71M 4.57%
New Positions 5 6 -1
Increased Positions 10 11 -1
Closed Positions 4 10 -6
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFRL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

29 + 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:
Top 25 PFRL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Moody National Bank Trust Division 0.64% 138,484 $6.7M
2 Inspire Advisors, LLC 0.15% 37,320 $1.8M
3 Sheets Smith Wealth Management 0.10% 18,996 $925K
4 Tactive Advisors, LLC 0.09% 6,621 $322K
5 Secure Asset Management, LLC 0.07% 8,937 $435K
6 Prudential Financial Inc 0.04% 685,097 $33.4M
7 Kestra Private Wealth Services, LLC 0.03% 43,363 $2.1M
8 Wealthcare Advisory Partners LLC 0.02% 22,208 $1.1M
9 Stance Capital LLC 0.02% 882 $43K
10 Summit Financial, LLC 0.01% 8,857 $434K
11 Osaic Holdings, INC. 0.01% 76,808 $3.7M
12 Raymond James Financial Inc 0.01% 350,225 $17.1M
13 Kestra Advisory Services, LLC 0.00% 21,051 $1.0M
14 Mariner, LLC 0.00% 36,610 $1.8M
15 Wealth Enhancement Advisory Services, LLC 0.00% 18,105 $885K
16 CoreCap Advisors, LLC 0.00% 1,080 $53K
17 Colonial Trust Advisors 0.00% 448 $22K
18 Triumph Capital Management 0.00% 150 $7K
19 Cetera Investment Advisers 0.00% 26,414 $1.3M
20 Mml Investors Services, LLC 0.00% 6,804 $331K
21 Strategic Wealth Partners, Ltd. 0.00% 100 $5K
22 Envestnet Asset Management Inc 0.00% 5,719 $279K
23 Jane Street Group, LLC 0.00% 9,927 $484K
24 Royal Bank of Canada 0.00% 818 $40K
25 PNC Financial Services Group, INC. 0.00% 139 $7K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 52% buying: Last quarter: 15 funds bought or added vs 14 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 PFRL holders?

Smaller funds dominant — 1% AUM from top-100: 6 of 28 holders rank in the top 100 by AUM, but together hold only 1% 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 (24%) 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 ETF Tr (PFRL) following the 2026 Q2 hedge fund 13F filings?

As of today, PFRL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.5% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (June 30, 2026), PFRL has gained +0.2% vs +0.7% 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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