We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% 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
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$368K -$232K -4,676 -39%
Franklin Resources
227
Franklin Resources
California
$365K +$6.2K +125 +2%
LLWM
228
Life Line Wealth Management
California
$362K +$5.06K +102 +1%
MA
229
MCF Advisors
Kentucky
$350K +$1.74K +35 +0.5%
DFG
230
Delta Financial Group
New Jersey
$350K
CCM
231
Condor Capital Management
New Jersey
$347K -$267K -5,381 -44%
IPWA
232
International Private Wealth Advisors
California
$322K +$321K +6,480 New
CFCI
233
Comprehensive Financial Consultants Institutional
Indiana
$317K -$33.3K -671 -10%
WFAG
234
Wescott Financial Advisory Group
Pennsylvania
$312K -$24.5K -493 -7%
TFS
235
Thoroughbred Financial Services
Tennessee
$310K +$309K +6,239 New
AWM
236
Axxcess Wealth Management
California
$307K +$307K +6,180 New
PCA
237
Pallas Capital Advisors
Massachusetts
$304K -$88.9K -1,792 -23%
WPW
238
Waldron Private Wealth
Pennsylvania
$301K
BRWA
239
B. Riley Wealth Advisors
Florida
$294K -$213K -4,292 -42%
EM
240
Excalibur Management
Massachusetts
$293K +$28.7K +578 +11%
ACM
241
AlphaStar Capital Management
North Carolina
$279K +$278K +5,612 New
TC
242
Trilogy Capital
California
$272K
ACA
243
Aptus Capital Advisors
Alabama
$265K
FFN
244
Focus Financial Network
Minnesota
$263K -$24.8K -500 -9%
KWA
245
Kingswood Wealth Advisors
California
$254K +$253K +5,108 New
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$253K
VIP
247
Vista Investment Partners
Oklahoma
$242K +$241K +4,868 New
Northern Trust
248
Northern Trust
Illinois
$240K +$240K +4,829 New
RWIA
249
Roger Wittlin Investment Advisory
California
$239K +$238K +4,798 New
PIA
250
Perennial Investment Advisors
California
$232K +$231K +4,666 New