PGIM Total Return Bond ETF
PTRB
91 hedge funds and large institutions have $912M invested in PGIM Total Return Bond ETF in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 20
31% more capital invested
Capital invested by funds: $694M → $912M (+$218M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
6.76% more ownership
Funds ownership: 79.99% → 86.76% (+6.8%)
1% more funds holding
Funds holding: 90 → 91 (+1)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$36.1M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$36.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$34.4M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$20M |
| 5 |
LPL Financial
San Diego,
California
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.73M |
| 2 |
Jane Street
New York
|
-$1.66M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.58M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.52M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.14M |
PTRB Hedge Fund Activity: Q2 2026 in Review
91 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in PGIM Total Return Bond ETF (PTRB) for Q2 2026, worth a combined $912M — up 31% from $694M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PTRB positions and 10 closed out — a net gain of 1 holder — while 56 added to existing stakes and 20 trimmed.
The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $36.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $5.73M.
- 91 institutional investors held PGIM Total Return Bond ETF (PTRB) as of Q2 2026, up from 90 in Q1 2026.
- Funds reported $912M of PGIM Total Return Bond ETF stock for Q2 2026, up 31% quarter-over-quarter.
- 11 funds opened new PGIM Total Return Bond ETF positions in Q2 2026 and 10 closed out, a net change of +1 holder.
- The largest PGIM Total Return Bond ETF buyer in Q2 2026 was Mount Yale Investment Advisors, an estimated $36.1M added.
- The largest PGIM Total Return Bond ETF seller in Q2 2026 was Wealth Enhancement Advisory Services, an estimated $5.73M sold.
Based on aggregated 13F filings for Q2 2026.