PGIM Total Return Bond ETF
PTRB
62 hedge funds and large institutions have $379M 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, 17 reducing their positions, and 8 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
11% more capital invested
Capital invested by funds: $340M → $379M (+$38.1M)
0.15% less ownership
Funds ownership: 79.39% → 79.24% (-0.15%)
2% less funds holding
Funds holding: 63 → 62 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$11.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$8.35M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$7.75M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.83M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Huntleigh Advisors
St. Louis,
Missouri
|
-$8.25M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.63M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$1.74M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$1.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
PTRB Hedge Fund Activity: Q2 2025 in Review
62 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in PGIM Total Return Bond ETF (PTRB) for Q2 2025, worth a combined $379M — up 11% from $340M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PTRB and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 32 added.
The largest buyer was Apollon Wealth Management, adding an estimated $11.7M. The largest seller was Huntleigh Advisors, cutting an estimated $8.25M.
- 62 institutional investors held PGIM Total Return Bond ETF (PTRB) as of Q2 2025, down from 63 in Q1 2025.
- Funds reported $379M of PGIM Total Return Bond ETF stock for Q2 2025, up 11% quarter-over-quarter.
- 7 funds opened new PGIM Total Return Bond ETF positions in Q2 2025 and 8 closed out, a net change of -1 holder.
- The largest PGIM Total Return Bond ETF buyer in Q2 2025 was Apollon Wealth Management, an estimated $11.7M added.
- The largest PGIM Total Return Bond ETF seller in Q2 2025 was Huntleigh Advisors, an estimated $8.25M sold.
Based on aggregated 13F filings for Q2 2025.