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PGIM Ultra Short Bond ETF

64 hedge funds and large institutions have $766M invested in PGIM Ultra Short Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more funds holding

Funds holding: 5064 (+14)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3% more capital invested

Capital invested by funds: $742M → $766M (+$24.6M)

1.54% less ownership

Funds ownership: 60.67%59.13% (-1.5%)

Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
20
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
26
Sargent Investment Group
Maryland
$2.85M
FA
27
Fountainhead AM
New Jersey
$2.74M +$2.74M +55,004 New
APSP
28
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.71M +$2.71M +54,388 New
SWA
29
Stratos Wealth Advisors
Ohio
$2.71M +$2.5M +50,096 +1,192%
AA
30
Advisory Alpha
Michigan
$2.59M +$2.59M +51,914 New
IA
31
IFP Advisors
Florida
$2.5M
KWM
32
Kingsview Wealth Management
Oregon
$1.63M +$1.63M +32,617 New
OC
33
Oppenheimer & Co
New York
$1.25M -$597K -11,979 -32%
AA
34
AlphaMark Advisors
Kentucky
$1.23M +$1.23M +24,754 New
APW
35
Aurora Private Wealth
New Jersey
$1.22M +$925K +18,550 +313%
Deutsche Bank
36
Deutsche Bank
Germany
$1.19M +$505K +10,125 +74%
MFG
37
Merit Financial Group
Georgia
$1.17M -$99.7K -2,000 -8%
CCM
38
Condor Capital Management
New Jersey
$999K +$1,000K +20,047 New
AWM
39
Adams Wealth Management
Utah
$880K +$880K +17,650 New
RWP
40
Ridgecrest Wealth Partners
California
$784K +$785K +15,734 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$768K +$162K +3,255 +27%
DP
42
Denver PWM
Colorado
$624K -$469K -9,415 -43%
FTUS
43
Flow Traders U.S.
New York
$539K +$227K +4,547 +73%
FWM
44
Focused Wealth Management
New York
$498K
VWA
45
V Wealth Advisors
Kansas
$498K
AWM
46
AE Wealth Management
Kansas
$485K +$485K +9,736 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$482K -$169K -3,390 -26%
CAN
48
Cetera Advisor Networks
California
$463K +$263K +5,267 +131%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$460K -$397K -7,969 -46%
ATPW
50
Ashton Thomas Private Wealth
Arizona
$460K +$16.4K +328 +4%