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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

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: 97 (-2)

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Apollon Wealth Management
South Carolina
$70M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.9M
HFS
3
Howard Financial Services
Texas
$27.8M
FWP
4
FAS Wealth Partners
Kansas
$21.1M
HWA
5
Heritage Wealth Architects
Minnesota
$15.1M
Raymond James Financial
6
Raymond James Financial
Florida
$14.7M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$14.4M
TFG
8
Team Financial Group
California
$12.6M
Osaic Holdings
9
Osaic Holdings
Arizona
$9.55M
NG
10
Novem Group
New York
$9.33M
ARG
11
Advisory Resource Group
Oklahoma
$8.79M
IWC
12
Integrated Wealth Concepts
Massachusetts
$8.62M
FHC
13
First Heartland Consultants
Missouri
$8.49M
GPW
14
Genesis Private Wealth
Virginia
$8.39M
Truist Financial
15
Truist Financial
North Carolina
$7.77M
Jones Financial Companies
16
Jones Financial Companies
Missouri
$7.47M
AIA
17
Armor Investment Advisors
North Carolina
$7.02M
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$6.68M
AA
19
AJ Advisors
Tennessee
$6.61M
IWS
20
Integrity Wealth Solutions
Colorado
$6.6M
HA
21
Huntleigh Advisors
Missouri
$6.25M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.97M
LPL Financial
23
LPL Financial
California
$5.23M
BPA
24
Beacon Pointe Advisors
California
$4.78M
SOS
25
Silver Oak Securities
Tennessee
$4.23M