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PGIM Total Return Bond ETF

90 hedge funds and large institutions have $694M invested in PGIM Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

49% more capital invested

Capital invested by funds: $465M → $694M (+$229M)

17% more funds holding

Funds holding: 7790 (+13)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10.52% more ownership

Funds ownership: 69.48%79.99% (+11%)

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
1.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
16
Increased
54
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
51
Twin Peaks Wealth Advisors
California
$1.46M -$49.6K -1,179 -3%
AIA
52
Armor Investment Advisors
North Carolina
$1.43M -$317K -7,533 -18%
IPS
53
Investors Portfolio Services
Washington
$1.35M -$65.6K -1,558 -5%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.28M +$887K +21,082 +215%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.26M -$159K -3,766 -11%
OIA
56
OneDigital Investment Advisors
Kansas
$1.19M +$1.2M +28,623 New
Citadel Advisors
57
Citadel Advisors
Florida
$1.08M +$208K +4,941 +24%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$934K +$944K +22,428 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$914K +$927K +22,026 New
FFA
60
Farther Finance Advisors
California
$884K +$399K +9,472 +80%
WP
61
WealthPLAN Partners
Nebraska
$855K
CCA
62
Coign Capital Advisors
Utah
$791K -$37.9K -901 -5%
GIA
63
Gateway Investment Advisers
Ohio
$756K +$767K +18,217 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$667K -$201K -4,779 -23%
GIA
65
Goodwin Investment Advisory
Georgia
$664K +$674K +16,004 New
PWM
66
Peck Wealth Management
New York
$623K +$30.1K +715 +5%
BRWM
67
Blue Rock Wealth Management
North Carolina
$552K -$49K -1,165 -8%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$511K -$23.4K -556 -4%
CC
69
Cypress Capital
Tennessee
$442K -$534K -12,683 -54%
SWGC
70
Summit Wealth Group (Colorado)
Colorado
$373K +$62.1K +1,476 +20%
AWA
71
Acorn Wealth Advisors
Michigan
$318K +$1.26K +30 +0.4%
KPWS
72
Kestra Private Wealth Services
Texas
$298K +$3.62K +86 +1%
CCA
73
Cora Capital Advisors
New Jersey
$277K +$14.5K +345 +5%
AI
74
Axecap Investments
Ohio
$265K +$25.5K +605 +10%
GS
75
GWN Securities
Florida
$264K +$16.6K +395 +7%

PTRB Hedge Fund Activity: Q1 2026 in Review

90 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in PGIM Total Return Bond ETF (PTRB) for Q1 2026, worth a combined $694M — up 49% from $465M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PTRB positions and 3 closed out — a net gain of 13 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was Prudential Financial, opening a new position worth an estimated $110M. The largest seller was Truist Financial, cutting an estimated $8.14M.

  • 90 institutional investors held PGIM Total Return Bond ETF (PTRB) as of Q1 2026, up from 77 in Q4 2025.
  • Funds reported $694M of PGIM Total Return Bond ETF stock for Q1 2026, up 49% quarter-over-quarter.
  • 16 funds opened new PGIM Total Return Bond ETF positions in Q1 2026 and 3 closed out, a net change of +13 holders.
  • The largest PGIM Total Return Bond ETF buyer in Q1 2026 was Prudential Financial, an estimated $110M added.
  • The largest PGIM Total Return Bond ETF seller in Q1 2026 was Truist Financial, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2026.