Pgim ETF Tr (PTRB) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Pgim ETF Tr (PTRB) following the 2026 Q2 hedge fund 13F filings?

As of today, PTRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PTRB gained -1.2% vs +4.0% 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.

Pgim ETF Tr (PTRB)

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

Smart Money Signals — PTRB

Based on 88 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PTRB 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

88 hedge funds hold PTRB 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 — +42% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+42% 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 — 76% buying

68 buying21 selling

Last quarter: 68 funds were net buyers (16 opened a brand new position + 52 added to an existing one). Only 21 were sellers (17 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 12 → 15 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 32% new

■ 26% conviction (2yr+) ■ 42% medium ■ 32% new

Of the 88 current holders: 23 (26%) held >2 years, 37 held 1–2 years, and 28 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.

🚀

Acceleration phase — new buyers rushing in

8 → 7 → 12 → 15 → 16 new funds/Q

New funds entering each quarter: 7 → 12 → 15 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 26% veterans, 42% new entrants

■ 26% veterans ■ 32% 1-2yr ■ 42% new

Of 88 current holders: 23 (26%) held 2+ years, 28 held 1–2 years, 37 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

9 of 88 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	88	76	15.79%
13F Shares	17M	11M	50.9%
Total Value	$687M	$465M	47.87%
New Positions	16	15	+1
Increased Positions	52	44	+8
Closed Positions	4	6	-2
Reduced Positions	17	12	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.79%

13F Shares

17M

11M

50.9%

Total Value

$687M

$465M

47.87%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

88 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 PTRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Boyum Wealth Architects LLC	11.09%	678,169	$27.9M
2	Team Financial Group, LLC	5.64%	320,609	$13.3M
3	Advisory Resource Group	3.34%	535,104	$22.2M
4	Howard Financial Services, LTD.	3.24%	781,736	$32.4M
5	Integrity Wealth Solutions LLC	3.16%	206,064	$8.5M
6	RFG - Bristol Wealth Advisors, LLC	2.81%	280,542	$11.6M
7	Genesis Private Wealth, LLC	2.70%	231,788	$9.6M
8	AJ Advisors, LLC	2.44%	189,244	$7.8M
9	FAS Wealth Partners, Inc.	1.99%	921,687	$38.2M
10	Prosperity Financial Group, Inc.	1.41%	109,357	$4.5M
11	Pinnacle Financial Group, LLC / IL	1.41%	138,859	$5.8M
12	Apollon Wealth Management, LLC	1.11%	2,209,287	$91.6M
13	Novem Group	1.07%	253,952	$10.5M
14	First Citizens Financial Corp	1.06%	61,432	$2.5M
15	Investors Portfolio Services LLC	1.00%	31,387	$1.3M
16	Huntleigh Advisors, Inc.	0.92%	158,832	$6.6M
17	Richards, Merrill & Peterson, INC.	0.88%	67,211	$2.8M
18	First Heartland Consultants, Inc.	0.84%	312,147	$12.9M
19	Elevation Point Wealth Partners, LLC	0.67%	869,256	$36.2M
20	Apollon Financial, LLC	0.59%	121,011	$5.0M
21	Mosaic Family Wealth Partners, LLC	0.51%	184,891	$7.7M
22	Maia Wealth LLC	0.50%	81,751	$3.4M
23	Armor Investment Advisors, LLC	0.44%	32,891	$1.4M
24	Daybright Advisory Services, Inc.	0.42%	43,113	$1.8M
25	Kelman-Lazarov, Inc.	0.41%	75,617	$3.1M

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 (PTRB)

What does the Smart Money Trend signal show for PTRB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PTRB 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 PTRB?

More buyers than sellers — 76% buying: Last quarter: 68 funds were net buyers (16 opened a brand new position + 52 added to an existing one). Only 21 were sellers (17 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PTRB holders?

Smaller funds dominant — 12% AUM from top-100: 9 of 88 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PTRB?

Mixed — 26% long-term, 32% new: Of the 88 current holders: 23 (26%) held >2 years, 37 held 1–2 years, and 28 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 (PTRB) following the 2026 Q2 hedge fund 13F filings?

As of today, PTRB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PTRB has gained -1.2% vs +4.0% 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.

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Pgim ETF Tr (PTRB)

Smart Money Signals — PTRB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +42% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~16 new funds per quarter

Mixed — 26% long-term, 32% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 26% veterans, 42% new entrants

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — PTRB

Hedge Fund Ownership: PTRB

Market Analysis: PTRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PTRB

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

Hedge Fund Positioning: PTRB

Statistics: PTRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pgim ETF Tr (PTRB)

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