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PGIM Total Return Bond ETF

60 hedge funds and large institutions have $377M invested in PGIM Total Return Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
7
Increased
32
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
Apollon Wealth Management
South Carolina
$70M +$11.8M +283,129 +20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.9M +$6.94M +165,804 +20%
HFS
3
Howard Financial Services
Texas
$27.8M -$183K -4,383 -0.7%
FWP
4
FAS Wealth Partners
Kansas
$21.1M +$1.21M +29,030 +6%
HWA
5
Heritage Wealth Architects
Minnesota
$15.1M -$157K -3,742 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$14.7M +$8.48M +202,611 +136%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.4M +$822K +19,658 +6%
TFG
8
Team Financial Group
California
$12.6M +$1.22M +29,095 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.55M +$119K +2,905 +1%
NG
10
Novem Group
New York
$9.33M -$260K -6,212 -3%
ARG
11
Advisory Resource Group
Oklahoma
$8.79M +$538K +12,863 +7%
IWC
12
Integrated Wealth Concepts
Massachusetts
$8.62M +$126K +3,006 +1%
FHC
13
First Heartland Consultants
Missouri
$8.49M +$939K +22,448 +12%
GPW
14
Genesis Private Wealth
Virginia
$8.39M +$87.6K +2,093 +1%
Truist Financial
15
Truist Financial
North Carolina
$7.77M +$7.77M +188,025 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$7.47M +$2.5M +60,111 +50%
AIA
17
Armor Investment Advisors
North Carolina
$7.02M +$54K +1,290 +0.8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$6.68M +$6.68M +161,059 New
AA
19
AJ Advisors
Tennessee
$6.61M +$353K +8,445 +6%
IWS
20
Integrity Wealth Solutions
Colorado
$6.6M +$180K +4,302 +3%
HA
21
Huntleigh Advisors
Missouri
$6.25M -$3.51K -84 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.97M -$213K -5,085 -3%
LPL Financial
23
LPL Financial
California
$5.23M +$5.23M +124,967 New
BPA
24
Beacon Pointe Advisors
California
$4.78M -$51.9K -1,241 -1%
SOS
25
Silver Oak Securities
Tennessee
$4.23M +$51.4K +1,228 +1%