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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
Simplicity Wealth
New Jersey
$533K +$320K +6,449 +150%
BIP
227
Blueprint Investment Partners
North Carolina
$533K +$535K +10,762 New
EWM
228
Elmwood Wealth Management
California
$533K +$48.9K +985 +10%
FWM
229
Focused Wealth Management
New York
$531K +$6.9K +139 +1%
NAS
230
NWF Advisory Services
California
$504K +$503K +10,127 New
CL
231
Choreo LLC
Illinois
$503K +$4.42K +89 +0.9%
NG
232
Novem Group
New York
$482K +$483K +9,734 New
RCAG
233
Rehmann Capital Advisory Group
Michigan
$461K +$3.23K +65 +0.7%
FA
234
Fermata Advisors
California
$440K +$77.4K +1,558 +21%
WWM
235
Western Wealth Management
Colorado
$429K -$80K -1,611 -16%
Cerity Partners
236
Cerity Partners
New York
$411K +$412K +8,296 New
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$402K -$8.54K -172 -2%
CA
238
Carson Advisory
Georgia
$402K +$403K +8,107 New
UWM
239
USAdvisors Wealth Management
Minnesota
$392K -$736K -14,817 -65%
DIM
240
Delta Investment Management
California
$387K +$156K +3,141 +67%
CCFM
241
Clear Creek Financial Management
Washington
$376K +$844 +17 +0.2%
Franklin Resources
242
Franklin Resources
California
$373K +$3.73K +75 +1%
MAS
243
MPWM Advisory Solutions
Georgia
$372K +$373K +7,512 New
PFPT
244
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K
LLWM
245
Life Line Wealth Management
California
$371K +$4.82K +97 +1%
TW
246
Transform Wealth
Colorado
$366K -$14K -282 -4%
KFGK
247
Keystone Financial Group (Kentucky)
Kentucky
$361K -$176K -3,544 -33%
OA
248
Oxbow Advisors
Texas
$359K +$360K +7,255 New
CCM
249
Condor Capital Management
New Jersey
$354K +$5.21K +105 +1%
DFG
250
Delta Financial Group
New Jersey
$349K