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PGIM Ultra Short Bond ETF
PULS

87 hedge funds and large institutions have $1.23B invested in PGIM Ultra Short Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

19% more funds holding

Funds holding: 73 → 87 (+14)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

3% more capital invested

Capital invested by funds: $1.2B → $1.23B (+$30.5M)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.7% less ownership

Funds ownership: 62.51% → 61.81% (-0.7%)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
24
Increased
29
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$17M
3
Bank of America
Bank of America
North Carolina
+$12.5M
4
Jane Street
Jane Street
New York
+$7.35M
5
FWM
Foresight Wealth Management
Utah
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
MA
MCF Advisors
Kentucky
-$66.4M
2
DWP
Destiny Wealth Partners
Florida
-$18.4M
3
ACA
Aptus Capital Advisors
Alabama
-$3.04M
4
CCM
Condor Capital Management
New Jersey
-$2.45M
5
FA
Fountainhead AM
New Jersey
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
26
Hartford Financial Management
Connecticut
$4.33M -$595K -12,002 -12%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.17M +$759K +15,298 +22%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$4.02M -$776K -15,657 -16%
JWCA
29
J.W. Cole Advisors
Florida
$3.62M +$3.62M +73,051 New
NL
30
NWAM LLC
Washington
$3.55M +$2.21M +44,511 +163%
FFC
31
Fure Financial Corporation
Minnesota
$3.4M +$3.4M +68,658 New
CCM
32
Condor Capital Management
New Jersey
$3.34M -$2.45M -49,424 -42%
ASN
33
Advisory Services Network
Georgia
$2.98M +$2.99M +60,322 New
EWM
34
Elmwood Wealth Management
California
$2.92M +$2.92M +58,906 New
FCFC
35
First Citizens Financial Corp
Iowa
$2.87M +$2.55M +51,407 +774%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.68M -$24.8K -500 -0.9%
Citadel Advisors
37
Citadel Advisors
Florida
$2.57M +$964K +19,444 +60%
SFS
38
Sowell Financial Services
Arkansas
$2.55M -$685K -13,822 -21%
EWA
39
EverSource Wealth Advisors
Alabama
$2.39M +$2.39M +48,292 New
VIA
40
Vident Investment Advisory
Georgia
$2.14M +$2.14M +43,190 New
SIG
41
Sargent Investment Group
Maryland
$1.99M -$793K -15,990 -28%
OBWG
42
Onyx Bridge Wealth Group
New York
$1.96M +$1.55M +31,160 +365%
ARG
43
Advisory Resource Group
Oklahoma
$1.92M -$778K -15,696 -29%
FA
44
Fountainhead AM
New Jersey
$1.84M -$2.23M -45,007 -55%
DP
45
Denver PWM
Colorado
$1.77M -$20.6K -415 -1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.63M +$8.03K +162 +0.5%
ACA
47
Aptus Capital Advisors
Alabama
$1.59M -$3.04M -61,316 -66%
OC
48
Oppenheimer & Co
New York
$1.46M +$467K +9,423 +47%
KAS
49
Kestra Advisory Services
Texas
$1.41M +$1.41M +28,511 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.39M -$193K -3,897 -12%
1
2
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PULS Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q4 2021, worth a combined $1.23B — up 2.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PULS positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was MCF Advisors, exiting entirely with an estimated $66.4M sold.

  • 87 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $1.23B of PGIM Ultra Short Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 24 funds opened new PGIM Ultra Short Bond ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $34.6M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q4 2021 was MCF Advisors, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2021.