PGIM Total Return Bond ETF
PTRB
69 hedge funds and large institutions have $452M invested in PGIM Total Return Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
131% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 16
20% more capital invested
Capital invested by funds: $379M → $452M (+$73.8M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more funds holding
Funds holding: 62 → 69 (+7)
2.91% more ownership
Funds ownership: 79.24% → 82.15% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$23.3M |
| 2 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$10.2M |
| 3 |
RBWA
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
+$9.59M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$7.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$5.09M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.84M |
| 3 |
CCA
Coign Capital Advisors
Draper,
Utah
|
-$1.31M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.21M |
| 5 |
LPL Financial
San Diego,
California
|
-$995K |
PTRB Hedge Fund Activity: Q3 2025 in Review
69 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PGIM Total Return Bond ETF (PTRB) for Q3 2025, worth a combined $452M — up 20% from $379M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PTRB positions and 4 closed out — a net gain of 8 holders — while 37 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $23.3M. The largest seller was Armor Investment Advisors, cutting an estimated $5.09M.
- 69 institutional investors held PGIM Total Return Bond ETF (PTRB) as of Q3 2025, up from 62 in Q2 2025.
- Funds reported $452M of PGIM Total Return Bond ETF stock for Q3 2025, up 20% quarter-over-quarter.
- 12 funds opened new PGIM Total Return Bond ETF positions in Q3 2025 and 4 closed out, a net change of +8 holders.
- The largest PGIM Total Return Bond ETF buyer in Q3 2025 was Raymond James Financial, an estimated $23.3M added.
- The largest PGIM Total Return Bond ETF seller in Q3 2025 was Armor Investment Advisors, an estimated $5.09M sold.
Based on aggregated 13F filings for Q3 2025.