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PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

288 hedge funds and large institutions have $5.1B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+39
Holders Change %
+15.66%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
62
Increased
121
Reduced
80
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$343M
2
LPL Financial
2
LPL Financial
California
$303M
3
Morgan Stanley
3
Morgan Stanley
New York
$611M
4
Bank of America
4
Bank of America
North Carolina
$384M
5
CA
5
Crane Advisory
California
$68.6M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$118M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$284M
4
BWS
4
Buck Wealth Strategies
Colorado
$8.86M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LLWM
226
Life Line Wealth Management
California
$362K +$5.07K +102 +1%
MA
227
MCF Advisors
Kentucky
$350K +$1.74K +35 +0.5%
DFG
228
Delta Financial Group
New Jersey
$350K – – –
CCM
229
Condor Capital Management
New Jersey
$347K -$267K -5,381 -44%
IPWA
230
International Private Wealth Advisors
California
$322K +$322K +6,480 New
CFCI
231
Comprehensive Financial Consultants Institutional
Indiana
$317K -$33.3K -671 -10%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$312K -$24.5K -493 -7%
TFS
233
Thoroughbred Financial Services
Tennessee
$310K +$310K +6,239 New
AWM
234
Axxcess Wealth Management
California
$307K +$307K +6,180 New
PCA
235
Pallas Capital Advisors
Massachusetts
$304K -$88.9K -1,792 -23%
WPW
236
Waldron Private Wealth
Pennsylvania
$301K – – –
BRWA
237
B. Riley Wealth Advisors
Florida
$294K -$213K -4,292 -42%
EM
238
Excalibur Management
Massachusetts
$293K +$28.7K +578 +11%
ACM
239
AlphaStar Capital Management
North Carolina
$279K +$279K +5,612 New
TC
240
Trilogy Capital
California
$272K – – –
ACA
241
Aptus Capital Advisors
Alabama
$265K – – –
FFN
242
Focus Financial Network
Minnesota
$263K -$24.8K -500 -9%
KWA
243
Kingswood Wealth Advisors
California
$254K +$254K +5,108 New
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$253K – – –
VIP
245
Vista Investment Partners
Oklahoma
$242K +$242K +4,868 New
Northern Trust
246
Northern Trust
Illinois
$240K +$240K +4,829 New
RWIA
247
Roger Wittlin Investment Advisory
California
$239K +$239K +4,798 New
PIA
248
Perennial Investment Advisors
California
$232K +$232K +4,666 New
BCA
249
Bay Colony Advisors
Massachusetts
$231K +$231K +4,657 New
SCM
250
Shelton Capital Management
Colorado
$229K +$229K +4,600 New
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