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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
GA
251
GoalVest Advisory
New York
$1.43K +$1.43K +29 New
RIL
252
Rothschild Investment LLC
Illinois
$938 +$939 +19 New
GI
253
Gradient Investments
Minnesota
$734 -$247 -5 -25%
CA
254
CoreCap Advisors
Michigan
-$11.7M -236,170 Closed
AI
255
Atria Investments
North Carolina
-$11.5M -231,712 Closed
LAS
256
Lloyd Advisory Services
Georgia
-$10.5M -212,370 Closed
FIM
257
Freedom Investment Management
Connecticut
-$5.85M -118,273 Closed
FEM
258
Fulcrum Equity Management
Texas
-$4.66M -94,207 Closed
KCM
259
Kathmere Capital Management
Pennsylvania
-$4.04M -81,684 Closed
VAG
260
VisionPoint Advisory Group
Texas
-$2.56M -51,731 Closed
EF
261
Empowered Funds
Pennsylvania
-$1.71M -34,647 Closed
Bank of New York Mellon
262
Bank of New York Mellon
New York
-$1.29M -26,149 Closed
SL
263
SWMG LLC
Texas
-$986K -19,921 Closed
MOS
264
MGO One Seven
Ohio
-$792K -15,998 Closed
CI
265
CPR Investments
Michigan
-$746K -15,082 Closed
WEG
266
World Equity Group
Illinois
-$500K -11,623 Closed
SS
267
Sunbelt Securities
Texas
-$549K -11,091 Closed
AWA
268
Arkadios Wealth Advisors
Georgia
-$514K -10,392 Closed
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$498K -10,087 Closed
KWA
270
Kingswood Wealth Advisors
California
-$494K -9,983 Closed
GM
271
GeoWealth Management
Illinois
-$443K -8,948 Closed
RCG
272
Regatta Capital Group
California
-$416K -8,409 Closed
KAM
273
Kraft Asset Management
Tennessee
-$302K -6,104 Closed
UWM
274
USAdvisors Wealth Management
Minnesota
-$300K -6,071 Closed
GAA
275
Global Assets Advisory
Florida
-$284K -5,742 Closed