Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim ETF Tr (PULS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
8Q ▲
Buyers last Q
65%

Smart Money Signals — PULS

Based on 439 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added PULS 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
439 hedge funds hold PULS 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 65% buying

279 buying153 selling
Last quarter: 279 funds were net buyers (69 opened a brand new position + 210 added to an existing one). Only 153 were sellers (119 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new PULS position: 58 → 64 → 56 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 28% new

39% conviction (2yr+) 33% medium 28% new
Of the 439 current holders: 171 (39%) held >2 years, 145 held 1–2 years, and 123 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~69 new funds/quarter

52 → 58 → 64 → 56 → 69 new funds/Q
New funds entering each quarter: 58 → 64 → 56 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 36% newcomers

41% veterans 23% 1-2yr 36% new
Entry-cohort mix of 439 holders: 178 (41%) are 2+ year veterans, 103 entered 1–2 years ago, and 158 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
19 of 439 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PULS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — PULS

In 2026 Q1, 279 hedge funds were net buyers of PULS (69 opened a new position, 210 added to an existing one), while 153 reduced or exited (119 trimmed, 34 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in PULS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 439.

Hedge Fund Ownership: PULS

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

Market Analysis: PULS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PULS

-- --

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

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

Signal Freshness measures how much PULS 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 · 81d ago
PULS
+0.3%
SPY
+15.1%

PULS outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PULS
+0.4%
SPY
+1.3%

Since the filing became public, PULS outperformed SPY by -0.9% .

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.

14 top-rated funds 26 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: PULS
432 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 432 404 6.93%
13F Shares 163M 188M -13.09%
Total Value $7.94B $9.30B -14.58%
New Positions 65 56 +9
Increased Positions 208 192 +16
Closed Positions 37 33 +4
Reduced Positions 119 123 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PULS

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Institutional Holders (2026 Q1)

432 + investors

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

QUARTER:
Top 25 PULS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lakeshore Financial Planning, Inc. 13.80% 768,939 $38.1M
2 M Wealth Management, LLC 11.76% 282,182 $14.0M
3 Blue Water Asset Management 11.71% 684,685 $33.9M
4 LeClair Wealth Partners LLC 11.71% 684,685 $33.9M
5 Crane Advisory, LLC 11.42% 1,537,220 $76.3M
6 Pine Harbor Wealth Management, LLC 10.15% 685,513 $33.9M
7 Bulwark Capital Corp 9.82% 321,880 $15.9M
8 Main Street Group, LTD 9.59% 659,316 $32.6M
9 Ironwood Wealth Management, INC. 9.34% 420,392 $20.8M
10 Good Steward Wealth Advisors,LLC 8.93% 280,457 $13.9M
11 Peak Planning Group, LLC 8.08% 589,238 $29.2M
12 TABR Capital Management, LLC 7.99% 175,446 $8.7M
13 AMJ Financial Wealth Management 7.73% 662,171 $32.8M
14 Afg Fiduciary Services Limited Partnership 7.41% 255,779 $12.7M
15 Vickerman Investment Advisors, Inc. 7.14% 686,116 $34.0M
16 Clark Wealth Partners 7.03% 210,803 $10.5M
17 Navigation Group, LLC 6.78% 585,168 $29.0M
18 Seed Wealth Management, Inc. 5.79% 169,959 $8.4M
19 Live Oak Investment Partners 5.76% 197,188 $9.8M
20 Mbm Wealth Consultants, LLC 5.73% 503,937 $24.9M
21 WESPAC Advisors, LLC 5.59% 206,166 $10.2M
22 Clearwave Capital, LLC 5.28% 155,999 $7.7M
23 Innovative Wealth Building LLC 5.22% 150,042 $7.4M
24 1 North Wealth Services LLC 4.99% 279,119 $13.8M
25 Client First Investment Management LLC 4.17% 161,880 $8.0M
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 (PULS)

What does the Smart Money Trend signal show for PULS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added PULS 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 PULS?

More buyers than sellers — 65% buying: Last quarter: 279 funds were net buyers (69 opened a brand new position + 210 added to an existing one). Only 153 were sellers (119 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PULS holders?

Elite ownership — 48% AUM from top-100 funds: 19 of 439 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PULS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PULS?

Mixed — 39% long-term, 28% new: Of the 439 current holders: 171 (39%) held >2 years, 145 held 1–2 years, and 123 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, PULS has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), PULS has gained +0.3% vs +15.1% 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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