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PGIM Ultra Short Bond ETF

351 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 188 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 87

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 337351 (+14)

0% less capital invested

Capital invested by funds: $8.07B → $8.07B (-$4.4M)

0.06% less ownership

Funds ownership: 73.69%73.63% (-0.06%)

Holders
351
Holders Change
+14
Holders Change %
+4.15%
% of All Funds
4.71%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.35%
New
50
Increased
188
Reduced
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$863K +$50 +1 +0%
TC
227
Trilogy Capital
California
$790K
PFS
228
Prospera Financial Services
Texas
$780K -$21K -423 -3%
SL
229
Systelligence LLC
Minnesota
$757K -$51.3K -1,033 -6%
SIG
230
Spinnaker Investment Group
California
$754K +$753K +15,165 New
IFG
231
Independent Financial Group
California
$709K -$17.6K -355 -2%
EM
232
Excalibur Management
Massachusetts
$702K +$145K +2,924 +26%
Financial Engines Advisors
233
Financial Engines Advisors
California
$700K +$699K +14,085 New
CWM
234
Congress Wealth Management
Massachusetts
$699K +$699K +14,068 New
AC
235
AlphaCore Capital
California
$697K +$696K +14,021 New
CCA
236
Cooper Capital Advisors
California
$688K +$687K +13,842 New
FHC
237
First Heartland Consultants
Missouri
$687K +$101K +2,028 +17%
BAS
238
Brueske Advisory Services
Washington
$682K +$5.31K +107 +0.8%
M&T Bank
239
M&T Bank
New York
$616K +$614K +12,370 New
EWA
240
EverSource Wealth Advisors
Alabama
$614K +$361K +7,276 +143%
FFS
241
Founders Financial Securities
Maryland
$577K +$363K +7,313 +170%
DIM
242
Delta Investment Management
California
$553K +$164K +3,301 +42%
NFA
243
Northwest Financial Advisors
Virginia
$550K -$3.03K -61 -0.5%
HI
244
Horizon Investments
North Carolina
$545K +$336K +6,758 +157%
FWM
245
Focused Wealth Management
New York
$540K +$6.8K +137 +1%
OL
246
Owen LaRue
Kentucky
$535K +$535K +10,767 New
CFIM
247
Client First Investment Management
Wisconsin
$533K -$177K -3,570 -25%
FA
248
Fermata Advisors
California
$512K +$70.3K +1,416 +16%
CL
249
Choreo LLC
Illinois
$495K -$7.05K -142 -1%
CCAL
250
City Center Advisors LLC
Michigan
$490K +$489K +9,845 New