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PGIM Total Return Bond ETF
PTRB

Overview Fund Activity

62 hedge funds and large institutions have $331M invested in PGIM Total Return Bond ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.84%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
6
Increased
39
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20M
2
AWM
Apollon Wealth Management
South Carolina
+$17M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11M
4
FHC
First Heartland Consultants
Missouri
+$7.25M
5
NG
Novem Group
New York
+$3.12M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$18.3M
2
HFS
Howard Financial Services
Texas
-$1.76M
3
Goldman Sachs
Goldman Sachs
New York
-$1.38M
4
NFG
Nations Financial Group
Iowa
-$1.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Coign Capital Advisors
Utah
$3.27M +$4.72K +113 +0.1%
PFG
27
Prosperity Financial Group
California
$2.87M +$2.87M +68,682 New
Stifel Financial
28
Stifel Financial
Missouri
$1.86M +$247K +5,921 +15%
SWM
29
SilverOak Wealth Management
Minnesota
$1.83M +$350K +8,384 +24%
MWM
30
Modern Wealth Management
Kansas
$1.74M +$5.89K +141 +0.3%
PFG
31
Pinnacle Financial Group
Illinois
$1.72M +$797K +19,097 +87%
MW
32
Maia Wealth
Colorado
$1.67M +$194K +4,747 +13%
Jane Street
33
Jane Street
New York
$1.64M +$514K +12,316 +45%
MCA
34
MSH Capital Advisors
Arizona
$1.58M -$392K -9,389 -20%
RMP
35
Richards, Merrill & Peterson
Washington
$1.57M +$701K +16,790 +81%
FTUS
36
Flow Traders U.S.
New York
$1.39M +$1.15M +27,502 +472%
AF
37
Apollon Financial
South Carolina
$1.38M +$41.6K +997 +3%
Citadel Advisors
38
Citadel Advisors
Florida
$1.36M +$40.3K +966 +3%
AAS
39
Avantax Advisory Services
Texas
$1.2M +$13.5K +324 +1%
FCFC
40
First Citizens Financial Corp
Iowa
$1.19M -$92.4K -2,214 -7%
KLI
41
Kelman-Lazarov Inc
Tennessee
$1.04M +$243K +5,832 +31%
WP
42
WealthPLAN Partners
Nebraska
$860K +$860K +20,602 New
CC
43
Cypress Capital
Tennessee
$814K -$218K -5,230 -21%
TPWA
44
Twin Peaks Wealth Advisors
California
$787K -$64.2K -1,564 -8%
MYIA
45
Mount Yale Investment Advisors
Colorado
$450K – – –
GSEP
46
Golden State Equity Partners
California
$446K +$35.3K +846 +9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$417K -$227K -5,425 -35%
DAS
48
Dynamic Advisor Solutions
Arizona
$398K – – –
AFG
49
ABLE Financial Group
Arizona
$372K -$15.8K -378 -4%
AWA
50
Acorn Wealth Advisors
Michigan
$361K +$10.7K +256 +3%
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