Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PGIM ETF TR (PULS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
7Q ▲
Buyers last Q
61%

Smart Money Signals — PULS

Based on 378 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
378 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 — +22% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+22% 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 — 61% buying

230 buying150 selling
Last quarter: 230 funds were net buyers (47 opened a brand new position + 183 added to an existing one). Only 150 were sellers (118 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 54 → 60 → 47. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 25% new

■ 39% conviction (2yr+) ■ 35% medium ■ 25% new
Of the 378 current holders: 149 (39%) held >2 years, 133 held 1–2 years, and 96 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 — ~47 new funds/quarter

65 → 47 → 54 → 60 → 47 new funds/Q
New funds entering each quarter: 47 → 54 → 60 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 21% 1-2yr ■ 36% new
Of 378 current holders: 162 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
17 of 378 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 22 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: PULS
2026 Q1 Stats Unlock in 14 days 378 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 378 363 4.13%
13F Shares 186M 176M 5.39%
Total Value $9.21B $8.79B 4.8%
New Positions 47 60 -13
Increased Positions 183 183 -
Closed Positions 32 39 -7
Reduced Positions 118 92 +26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PULS

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

378 + investors

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

Top 25 institutional holders of PULS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Water Asset Management 11.71% 684,685 $33.9M
2 LeClair Wealth Partners LLC 11.71% 684,685 $33.9M
3 Crane Advisory, LLC 11.42% 1,537,220 $76.3M
4 Pine Harbor Wealth Management, LLC 10.15% 685,513 $33.9M
5 Bulwark Capital Corp 9.82% 321,880 $15.9M
6 Main Street Group, LTD 9.59% 659,316 $32.6M
7 IRONWOOD WEALTH MANAGEMENT, INC. 9.34% 420,392 $20.8M
8 Good Steward Wealth Advisors,LLC 8.93% 280,457 $13.9M
9 Peak Planning Group, LLC 8.08% 589,238 $29.2M
10 TABR Capital Management, LLC 7.99% 175,446 $8.7M
11 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7.41% 255,779 $12.7M
12 Navigation Group, LLC 6.78% 585,168 $29.0M
13 Seed Wealth Management, Inc. 5.79% 169,959 $8.4M
14 Live Oak Investment Partners 5.76% 197,188 $9.8M
15 MBM WEALTH CONSULTANTS, LLC 5.73% 503,937 $24.9M
16 WESPAC Advisors, LLC 5.59% 206,166 $10.2M
17 Clearwave Capital, LLC 5.28% 155,999 $7.7M
18 Innovative Wealth Building LLC 5.22% 150,042 $7.4M
19 1 NORTH WEALTH SERVICES LLC 4.99% 279,119 $13.8M
20 Client First Investment Management LLC 4.17% 161,880 $8.0M
21 Shore Point Advisors, LLC 4.12% 210,882 $10.4M
22 Fairvoy Private Wealth, LLC 3.84% 325,323 $16.1M
23 MILESTONE ASSET MANAGEMENT, LLC 3.77% 412,856 $20.4M
24 WPG Advisers, LLC 3.19% 87,566 $4.3M
25 Smallwood Wealth Investment Management, LLC 2.90% 111,122 $5.5M
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 — 7 quarters in a row: For 7 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 — 61% buying: Last quarter: 230 funds were net buyers (47 opened a brand new position + 183 added to an existing one). Only 150 were sellers (118 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PULS holders?

Elite ownership — 59% AUM from top-100 funds: 17 of 378 holders are among the 100 largest funds by AUM, controlling 59% 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, 25% new: Of the 378 current holders: 149 (39%) held >2 years, 133 held 1–2 years, and 96 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.

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.