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

Pgim ETF Tr (PULS)

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

Smart Money Signals — PULS

Based on 469 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 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

469 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 — +31% more funds vs a year ago

fund count last 6Q

+110 new funds entered over the past year (+31% 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

297 buying163 selling

Last quarter: 297 funds were net buyers (65 opened a brand new position + 232 added to an existing one). Only 163 were sellers (128 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~65 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 64 → 57 → 69 → 65. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new

188 out of 469 hedge funds have held PULS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

59 → 64 → 57 → 69 → 65 new funds/Q

New funds entering each quarter: 64 → 57 → 69 → 65. A growing number of institutions are discovering PULS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 43% veterans vs 36% newcomers

■ 43% veterans ■ 22% 1-2yr ■ 36% new

Entry-cohort mix of 469 holders: 200 (43%) are 2+ year veterans, 102 entered 1–2 years ago, and 167 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

20 of 468 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.

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	463	439	5.47%
13F Shares	236M	163M	44.74%
Total Value	$11.60B	$7.96B	45.83%
New Positions	63	69	-6
Increased Positions	230	210	+20
Closed Positions	38	35	+3
Reduced Positions	128	119	+9
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

463

439

5.47%

13F Shares

236M

163M

44.74%

Total Value

$11.60B

$7.96B

45.83%

New Positions

-6

Increased Positions

230

210

+20

Closed Positions

Reduced Positions

128

119

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

463 + 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:

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

Top 25 PULS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lakeshore Financial Planning, Inc.	12.25%	767,769	$38.0M
2	Kensington Asset Management, LLC	11.91%	4,407,675	$218.4M
3	M Wealth Management, LLC	11.08%	284,707	$14.1M
4	Crane Advisory, LLC	10.89%	1,528,318	$75.8M
5	Bulwark Capital Corp	10.78%	386,677	$19.2M
6	Blue Water Asset Management	10.60%	662,688	$32.8M
7	Afg Fiduciary Services Limited Partnership	10.55%	273,342	$13.5M
8	Pine Harbor Wealth Management, LLC	9.59%	722,615	$35.8M
9	Ironwood Wealth Management, INC.	9.22%	439,756	$21.8M
10	TABR Capital Management, LLC	8.62%	204,228	$10.1M
11	Main Street Group, LTD	8.53%	738,794	$36.6M
12	Good Steward Wealth Advisors,LLC	8.47%	283,138	$14.0M
13	Peak Planning Group, LLC	8.38%	749,150	$37.1M
14	AMJ Financial Wealth Management	7.73%	662,171	$32.8M
15	Beaumont Asset Management, L.L.C.	6.94%	360,506	$17.9M
16	Clark Wealth Partners	6.39%	227,663	$11.3M
17	Navigation Group, LLC	6.34%	658,086	$32.6M
18	Mbm Wealth Consultants, LLC	5.45%	570,844	$28.3M
19	WESPAC Advisors, LLC	5.34%	221,162	$11.0M
20	Live Oak Investment Partners	5.24%	196,446	$9.7M
21	Innovative Wealth Building LLC	4.68%	162,456	$8.0M
22	1 North Wealth Services LLC	4.57%	282,255	$14.0M
23	BOS Asset Management, LLC	4.28%	372,401	$18.5M
24	IFS Group,LLC	4.16%	61,140	$3.0M
25	Shore Point Advisors, LLC	4.06%	242,425	$11.9M

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 — 9 quarters in a row: For 9 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: 297 funds were net buyers (65 opened a brand new position + 232 added to an existing one). Only 163 were sellers (128 trimmed + 35 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: 20 of 468 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?

40% of holders stayed for 2+ years: 188 out of 469 hedge funds have held PULS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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 (PULS)

Smart Money Signals — PULS

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~65 new funds per quarter

40% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 43% veterans vs 36% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — PULS

Hedge Fund Ownership: PULS

Market Analysis: PULS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PULS

Hedge Fund Positioning: PULS

Statistics: PULS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pgim ETF Tr (PULS)

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