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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
Prudential Financial
1
Prudential Financial
New Jersey
$109M +$110M +2,614,393 New
AWM
2
Apollon Wealth Management
South Carolina
$71.7M +$666K +15,822 +0.9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$53.4M +$52M +1,235,139 +2,386%
Raymond James Financial
4
Raymond James Financial
Florida
$49.3M +$5.43M +129,114 +12%
FWP
5
FAS Wealth Partners
Kansas
$32.8M +$6.76M +160,645 +25%
HFS
6
Howard Financial Services
Texas
$32.4M +$1.97M +46,787 +6%
HWA
7
Heritage Wealth Architects
Minnesota
$27.3M +$2.11M +50,029 +8%
BPA
8
Beacon Pointe Advisors
California
$21.3M +$17.7M +421,430 +457%
ARG
9
Advisory Resource Group
Oklahoma
$20.8M +$1.15M +27,219 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.5M +$82.6K +1,962 +0.4%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$14.9M +$2.66M +63,098 +21%
Mariner
12
Mariner
Kansas
$14.3M +$11.6M +275,314 +397%
TFG
13
Team Financial Group
California
$13.9M +$662K +15,736 +5%
FHC
14
First Heartland Consultants
Missouri
$12.8M +$396K +9,401 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.5M +$1.01M +23,977 +9%
RBWA
16
RFG - Bristol Wealth Advisors
Massachusetts
$11.1M +$1.23M +29,180 +12%
NG
17
Novem Group
New York
$11M +$660K +15,676 +6%
GPW
18
Genesis Private Wealth
Virginia
$9.24M -$3.79K -90 -0%
IWS
19
Integrity Wealth Solutions
Colorado
$8.85M +$558K +13,257 +7%
IWC
20
Integrated Wealth Concepts
Massachusetts
$7.91M +$76.3K +1,813 +1%
MOS
21
MGO One Seven
Ohio
$7.84M +$739K +17,567 +10%
AA
22
AJ Advisors
Tennessee
$7.55M +$214K +5,074 +3%
HA
23
Huntleigh Advisors
Missouri
$6.89M +$205K +4,866 +3%
Stifel Financial
24
Stifel Financial
Missouri
$6.72M +$789K +18,742 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.55M +$441K +10,467 +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.