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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
Corient Private Wealth
251
Corient Private Wealth
Florida
$347K +$348K +7,000 New
MA
252
MCF Advisors
Kentucky
$345K -$6.46K -130 -2%
SFC
253
Strategic Financial Concepts
Texas
$334K +$335K +6,746 New
FIA
254
Foundations Investment Advisors
Arizona
$321K +$322K +6,488 New
CFCI
255
Comprehensive Financial Consultants Institutional
Indiana
$320K -$9.79K -197 -3%
WFAG
256
Wescott Financial Advisory Group
Pennsylvania
$319K +$4.17K +84 +1%
SI
257
Saxon Interests
Texas
$310K -$991K -19,960 -76%
TI
258
TrueMark Investments
Illinois
$310K -$346K -6,969 -53%
KW
259
KWB Wealth
California
$308K -$49.4K -995 -14%
EFS
260
Essex Financial Services
Connecticut
$295K -$83.3K -1,678 -22%
BRWA
261
B. Riley Wealth Advisors
Florida
$285K +$17.9K +360 +7%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$282K -$2.43M -49,000 -90%
WPW
263
Waldron Private Wealth
Pennsylvania
$271K
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$271K -$1.5M -30,244 -85%
DADC
265
D.A. Davidson & Co
Montana
$270K +$271K +5,448 New
AA
266
Ancora Advisors
Ohio
$270K +$150K +3,026 +125%
SOS
267
Silver Oak Securities
Tennessee
$261K +$261K +5,263 New
CPIG
268
Chicago Partners Investment Group
Illinois
$259K +$3.48K +70 +1%
IPWA
269
International Private Wealth Advisors
California
$257K -$52.3K -1,052 -17%
QCG
270
Quadrant Capital Group
Ohio
$254K +$255K +5,129 New
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$253K
EWA
272
EverSource Wealth Advisors
Alabama
$251K -$605K -12,190 -71%
PSCM
273
Per Stirling Capital Management
Texas
$250K +$250K +5,042 New
CPCP
274
Cedar Point Capital Partners
Iowa
$241K -$4.92K -99 -2%
AF
275
Advisornet Financial
Minnesota
$238K +$239K +4,804 New