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PGIM Total Return Bond ETF

77 hedge funds and large institutions have $465M invested in PGIM Total Return Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

12% more funds holding

Funds holding: 6977 (+8)

3% more capital invested

Capital invested by funds: $452M → $465M (+$13M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

12.67% less ownership

Funds ownership: 82.15%69.48% (-13%)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
0.94%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
14
Increased
46
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$876K +$727K +17,195 +471%
WP
52
WealthPLAN Partners
Nebraska
$866K
CCA
53
Coign Capital Advisors
Utah
$839K -$42.4K -1,002 -5%
KWM
54
Kingsview Wealth Management
Oregon
$830K +$835K +19,748 New
BRWM
55
Blue Rock Wealth Management
North Carolina
$608K -$95.9K -2,268 -14%
PWM
56
Peck Wealth Management
New York
$600K +$279K +6,606 +86%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$541K +$82.3K +1,946 +18%
FFA
58
Farther Finance Advisors
California
$497K +$500K +11,820 New
GSEP
59
Golden State Equity Partners
California
$492K +$23.7K +560 +5%
JP Morgan Chase
60
JP Morgan Chase
New York
$411K +$414K +9,783 New
FTUS
61
Flow Traders U.S.
New York
$386K +$388K +9,176 New
Goldman Sachs
62
Goldman Sachs
New York
$355K -$948K -22,423 -73%
P
63
&Partners
Tennessee
$334K +$85 +2 +0%
AWA
64
Acorn Wealth Advisors
Michigan
$321K -$4.23K -100 -1%
SWGC
65
Summit Wealth Group (Colorado)
Colorado
$315K +$317K +7,502 New
KPWS
66
Kestra Private Wealth Services
Texas
$299K +$300K +7,101 New
CCA
67
Cora Capital Advisors
New Jersey
$266K
GS
68
GWN Securities
Florida
$250K +$252K +5,955 New
AI
69
Axecap Investments
Ohio
$243K -$1.06K -25 -0.4%
MML Investors Services
70
MML Investors Services
Massachusetts
$233K +$235K +5,548 New
Morgan Stanley
71
Morgan Stanley
New York
$77.2K +$26.8K +634 +53%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$17K -$55.6K -1,315 -76%
CA
73
CoreCap Advisors
Michigan
$15.9K -$6.22K -147 -28%
MSFP
74
Mark Sheptoff Financial Planning
Connecticut
$15.2K
IA
75
IFP Advisors
Florida
$14.4K

PTRB Hedge Fund Activity: Q4 2025 in Review

77 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM Total Return Bond ETF (PTRB) for Q4 2025, worth a combined $465M — up 2.9% from $452M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PTRB positions and 6 closed out — a net gain of 8 holders — while 46 added to existing stakes and 12 trimmed.

The largest buyer was Heritage Wealth Architects, adding an estimated $7.48M. The largest seller was Envestnet Asset Management, cutting an estimated $43.5M.

  • 77 institutional investors held PGIM Total Return Bond ETF (PTRB) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $465M of PGIM Total Return Bond ETF stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 14 funds opened new PGIM Total Return Bond ETF positions in Q4 2025 and 6 closed out, a net change of +8 holders.
  • The largest PGIM Total Return Bond ETF buyer in Q4 2025 was Heritage Wealth Architects, an estimated $7.48M added.
  • The largest PGIM Total Return Bond ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q4 2025.