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PGIM Ultra Short Bond ETF

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121147 (+26)

1.97% less ownership

Funds ownership: 76.53%74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
26
MBM Wealth Consultants
Missouri
$11.3M +$936K +19,080 +9%
RJA
27
Raymond James & Associates
Florida
$11.1M +$4.37M +89,152 +65%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$9.12M -$2.31M -47,127 -20%
MA
29
MCF Advisors
Kentucky
$8.06M -$36M -733,690 -82%
LHC
30
Little House Capital
Massachusetts
$7.87M +$579K +11,812 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$7.45M +$7.45M +151,815 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.41M +$4.34M +88,476 +142%
SI
33
Stephens Inc
Arkansas
$7.38M
FCA
34
FLC Capital Advisors
California
$6.38M +$6.37M +129,902 New
IWP
35
IAG Wealth Partners
Wisconsin
$6.08M -$2.07M -42,193 -25%
OIA
36
OneDigital Investment Advisors
Kansas
$5.66M +$3.28M +66,956 +138%
Truist Financial
37
Truist Financial
North Carolina
$5.23M -$1.73M -35,198 -25%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$5.22M +$4.61M +94,009 +759%
SA
39
SAM Advisors
California
$4.82M +$314K +6,407 +7%
CA
40
Cetera Advisors
Colorado
$4.64M +$4.64M +94,524 New
AC
41
Avestar Capital
New York
$4.58M -$49.6K -1,011 -1%
MWA
42
MFA Wealth Advisors
Pennsylvania
$4.28M +$18.5K +377 +0.4%
KFP
43
KB Financial Partners
New Jersey
$4.13M
KCM
44
Kathmere Capital Management
Pennsylvania
$3.98M +$1.96M +39,985 +97%
CI
45
Ceera Investments
Texas
$3.87M -$4.51M -91,945 -54%
BWS
46
Buck Wealth Strategies
Colorado
$3.7M +$3.67M +74,767 New
ATPW
47
Ashton Thomas Private Wealth
Arizona
$3.33M +$692K +14,102 +26%
TWP
48
Transparent Wealth Partners
Arkansas
$3.23M +$3.23M +65,777 New
SL
49
Systelligence LLC
Minnesota
$3.2M +$3.2M +65,153 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.83M -$171K -3,488 -6%

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.