We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

442 hedge funds and large institutions have $10.1B invested in PGIM Ultra Short Bond ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

82% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 119

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

8% more capital invested

Capital invested by funds: $9.4B → $10.1B (+$741M)

7% more funds holding

Funds holding: 413442 (+29)

0.8% less ownership

Funds ownership: 70.68%69.88% (-0.8%)

Holders
442
Holders Change
+29
Holders Change %
+7.02%
% of All Funds
5.44%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.59%
New
65
Increased
216
Reduced
119
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$38.1M +$6.23M +125,341 +19%
LFP
27
Lakeshore Financial Planning
Michigan
$38.1M +$576K +11,603 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$36.7M +$251K +5,057 +0.7%
VIA
29
Vickerman Investment Advisors
Washington
$34M -$5.57M -112,093 -14%
PHWM
30
Pine Harbor Wealth Management
Maryland
$33.9M +$3.08M +62,045 +10%
BWAM
31
Blue Water Asset Management
Michigan
$33.9M -$6.99M -140,795 -17%
LWP
32
LeClair Wealth Partners
Ohio
$33.9M +$34M +684,685 New
CA
33
Crewe Advisors
Utah
$33.4M -$4.25M -85,562 -11%
AFWM
34
AMJ Financial Wealth Management
Virginia
$32.8M +$7.36M +148,160 +29%
MSG
35
Main Street Group
Virginia
$32.6M -$1.07M -21,576 -3%
VFA
36
Valeo Financial Advisors
Indiana
$30.5M +$4.25M +85,618 +16%
PPG
37
Peak Planning Group
Colorado
$29.2M +$5.95M +119,852 +26%
NG
38
Navigation Group
California
$29M +$29.1M +585,168 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$27.9M +$6.6M +132,948 +31%
EWA
40
EP Wealth Advisors
California
$26.3M -$108K -2,181 -0.4%
IWM
41
IHT Wealth Management
Illinois
$26.3M +$12.1M +242,661 +84%
MWC
42
MBM Wealth Consultants
Missouri
$24.9M +$1.27M +25,624 +5%
EFG
43
Embree Financial Group
Illinois
$24.5M +$2.59M +52,213 +12%
MGIA
44
Moneta Group Investment Advisors
Missouri
$24.3M +$9.54M +192,016 +64%
EH
45
Equitable Holdings
New York
$23.7M +$10.8M +218,002 +84%
DCM
46
Disciplina Capital Management
Tennessee
$22.3M +$6.35M +127,778 +40%
IWMWV
47
Ironwood Wealth Management (West Virginia)
West Virginia
$20.8M +$74.5K +1,500 +0.4%
P
48
&Partners
Tennessee
$20.7M +$3.39M +68,307 +20%
IWP
49
IAG Wealth Partners
Wisconsin
$20.6M -$1.52M -30,501 -7%
AAS
50
Ameritas Advisory Services
Nebraska
$20.4M +$1.6M +32,153 +8%