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PGIM Short Duration Multi-Sector Bond ETF

21 hedge funds and large institutions have $74.3M invested in PGIM Short Duration Multi-Sector Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

61% more capital invested

Capital invested by funds: $46.1M → $74.3M (+$28.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.95% less ownership

Funds ownership: 49.69%47.74% (-2%)

5% less funds holding

Funds holding: 2221 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
14
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$18.3M +$10.5M +204,365 +135%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.6M +$1.38M +26,782 +11%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$11.2M +$11.2M +216,974 New
TFG
4
Team Financial Group
California
$9.8M +$848K +16,459 +9%
SGCA
5
Steel Grove Capital Advisors
Tennessee
$3.54M +$1.53M +29,778 +76%
Raymond James Financial
6
Raymond James Financial
Florida
$2.6M +$1.46M +28,265 +127%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.12M +$930K +18,049 +78%
TI
8
Tidal Investments
Wisconsin
$1.95M +$1.95M +37,933 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.91M +$889K +17,249 +87%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.89M +$232K +4,500 +14%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.6M +$1.06M +20,569 +194%
IA
12
IFP Advisors
Florida
$1.54M +$37.6K +730 +2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$804K +$804K +15,614 New
EFS
14
Essex Financial Services
Connecticut
$776K +$391K +7,600 +102%
TFS
15
Thoroughbred Financial Services
Tennessee
$599K +$359K +6,972 +149%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$505K +$2.11K +41 +0.4%
Goldman Sachs
17
Goldman Sachs
New York
$450K -$151K -2,936 -25%
Mariner
18
Mariner
Kansas
$439K +$8.76K +170 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$386K -$883K -17,134 -70%
KPWS
20
Kestra Private Wealth Services
Texas
$300K +$300K +5,824 New
HI
21
Harbour Investments
Wisconsin
$12.9K
Prudential Financial
22
Prudential Financial
New Jersey
-$3.82M -74,000 Closed
AIA
23
AssuredPartners Investment Advisors
Florida
-$705K -13,673 Closed
UBS Group
24
UBS Group
Switzerland
-$10.3K -199 Closed
AC
25
AlphaCore Capital
California
-$7.74K -150 Closed

PSDM Hedge Fund Activity: Q4 2025 in Review

21 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) for Q4 2025, worth a combined $74.3M — up 61% from $46.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PSDM and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 14 added.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $11.2M. The largest seller was Prudential Financial, exiting entirely with an estimated $3.82M sold.

  • 21 institutional investors held PGIM Short Duration Multi-Sector Bond ETF (PSDM) as of Q4 2025, down from 22 in Q3 2025.
  • Funds reported $74.3M of PGIM Short Duration Multi-Sector Bond ETF stock for Q4 2025, up 61% quarter-over-quarter.
  • 4 funds opened new PGIM Short Duration Multi-Sector Bond ETF positions in Q4 2025 and 5 closed out, a net change of -1 holder.
  • The largest PGIM Short Duration Multi-Sector Bond ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $11.2M added.
  • The largest PGIM Short Duration Multi-Sector Bond ETF seller in Q4 2025 was Prudential Financial, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2025.