Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Rock ETF Tr (PBFR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
7Q ▲
Buyers last Q
83%

Smart Money Signals — PBFR

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added PBFR 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
34 hedge funds hold PBFR right now — the highest count in 2.0 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 — +183% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+183% 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 — 83% buying

29 buying6 selling
Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PBFR position: 4 → 7 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% new
Only 0 funds (0%) 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.
💎

Buying through price weakness — shares +42%, value +26%

Value
+26%
Shares
+41%
Last quarter: funds added +42% more shares while total portfolio value only changed +26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

2 → 4 → 7 → 5 → 12 new funds/Q
New funds entering each quarter: 4 → 7 → 5 → 12. A growing number of institutions are discovering PBFR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new
Of 34 current holders: 25 (74%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 34 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.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — 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 — PBFR

In 2026 Q1, 29 hedge funds were net buyers of PBFR (12 opened a new position, 17 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: PBFR

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

Market Analysis: PBFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBFR

-- --

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

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

Signal Freshness measures how much PBFR 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 · 89d ago
PBFR
nan%
SPY
+12.4%

PBFR outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
PBFR
nan%
SPY
-1.1%

Since the filing became public, PBFR outperformed SPY by nan% .

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 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: PBFR
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 24 37.5%
13F Shares 3M 2M 31.44%
Total Value $81M $70M 15.51%
New Positions 12 5 +7
Increased Positions 16 13 +3
Closed Positions 3 1 +2
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBFR

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Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 PBFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brucke Financial, Inc. 9.60% 652,859 $18.9M
2 BLVD Private Wealth, LLC 4.93% 195,442 $5.7M
3 AA Financial Advisors, LLC 1.11% 272,500 $7.9M
4 Foguth Wealth Management, LLC. 0.89% 248,797 $7.6M
5 Nicholas Wealth, LLC. 0.51% 25,382 $736K
6 Vise Technologies, Inc. 0.34% 596,887 $17.4M
7 DHJJ Financial Advisors, Ltd. 0.25% 26,225 $761K
8 Tradition Wealth Management, LLC 0.19% 91,006 $2.6M
9 AssuredPartners Investment Advisors, LLC 0.18% 56,265 $1.6M
10 Apella Capital, LLC 0.15% 346,136 $10.4M
11 Claro Advisors Inc. 0.15% 42,042 $1.2M
12 Long Island Wealth Management, Inc. 0.13% 9,974 $289K
13 Compass Advisory Group LLC 0.10% 13,518 $392K
14 Wealth Group Ltd 0.05% 7,980 $231K
15 Centaurus Financial, INC. 0.04% 31,088 $902K
16 OneDigital Investment Advisors LLC 0.02% 82,692 $2.4M
17 Great Valley Advisor Group, INC. 0.02% 28,668 $831K
18 Integrated Wealth Concepts LLC 0.01% 30,623 $888K
19 Kestra Private Wealth Services, LLC 0.01% 17,001 $493K
20 Kingsview Wealth Management, LLC 0.00% 11,127 $323K
21 Steward Partners Investment Advisory, LLC 0.00% 17,753 $515K
22 Cetera Investment Advisers 0.00% 60,769 $1.8M
23 Harbour Investments, INC. 0.00% 3,095 $90K
24 Advisory Services Network, LLC 0.00% 3,298 $96K
25 Kestra Advisory Services, LLC 0.00% 10,476 $304K
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 Rock ETF Tr (PBFR)

What does the Smart Money Trend signal show for PBFR?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added PBFR 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 PBFR?

More buyers than sellers — 83% buying: Last quarter: 29 funds were net buyers (12 opened a brand new position + 17 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBFR holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 34 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 PBFR?

Mostly new holders — 62% entered in last year: Only 0 funds (0%) 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 Rock ETF Tr (PBFR) following the 2026 Q1 hedge fund 13F filings?

As of today, PBFR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PBFR has gained nan% vs +12.4% 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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