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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$29.6K
TCM
227
TD Capital Management
Tennessee
$26.2K +$26.2K +530 New
SPIA
228
Steward Partners Investment Advisory
New York
$25.7K -$75.9K -1,537 -75%
TH
229
TCTC Holdings
Texas
$24.3K
HF
230
Halpern Financial
Virginia
$15.5K +$15.5K +314 New
AWM
231
Avior Wealth Management
Nebraska
$13.5K +$13.5K +273 New
HBW
232
Hazlett, Burt & Watson
West Virginia
$11K +$148 +3 +1%
TCWA
233
Turtle Creek Wealth Advisors
Texas
$10.5K +$10.5K +212 New
TAM
234
Tucker Asset Management
Colorado
$9.11K +$8.4K +170 +1,133%
S
235
SignatureFD
Georgia
$9.09K +$9.09K +184 New
PCM
236
Penserra Capital Management
California
$7K +$49 +1 +0.7%
CAS
237
Coppell Advisory Solutions
Texas
$5.43K +$5.43K +110 New
NEAM
238
New England Asset Management
Connecticut
$4.94K
AWM
239
Able Wealth Management
New Jersey
$4.2K +$4.2K +85 New
HNB
240
Huntington National Bank
Ohio
$3.06K
CIA
241
Cape Investment Advisory
Georgia
$2.99K +$3.01K +61 New
US Bancorp
242
US Bancorp
Minnesota
$2.67K +$2.67K +54 New
AIC
243
Archer Investment Corporation
Indiana
$2.62K
HWP
244
Highline Wealth Partners
California
$2.27K +$2.27K +46 New
SWM
245
Sanctuary Wealth Management
Idaho
$2.22K -$19.2M -388,224 -100%
CSC
246
Caldwell Sutter Capital
California
$2.12K +$2.12K +43 New
FGAM
247
Financial Gravity Asset Management
Texas
$2.09K
TFGT
248
TS Financial Group (TSFG)
Illinois
$2K
BTI
249
Blue Trust Inc
Georgia
$2K +$1.98K +40 New
DWA
250
Delos Wealth Advisors
Texas
$1.43K