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PGIM Ultra Short Bond ETF

186 hedge funds and large institutions have $3.2B invested in PGIM Ultra Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $2.88B → $3.2B (+$317M)

4% more funds holding

Funds holding: 178186 (+8)

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

0.32% more ownership

Funds ownership: 74.76%75.07% (+0.32%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
33
Increased
72
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
26
Mason & Associates (California)
California
$15.7M -$265K -5,379 -2%
CMA
27
Cedar Mountain Advisors
Oregon
$14.3M +$107K +2,163 +0.7%
CCA
28
Catalyst Capital Advisors
New York
$13.8M -$443K -9,000 -3%
IA
29
IAM Advisory
Pennsylvania
$11.9M -$10.5M -213,933 -47%
GVAG
30
Great Valley Advisor Group
Delaware
$11.1M -$7.67M -155,748 -41%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$10.3M +$272K +5,515 +3%
MWC
32
MBM Wealth Consultants
Missouri
$10.1M
TC
33
TownSquare Capital
Utah
$9.9M +$8.42M +170,865 +570%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$9.51M -$2.41M -48,917 -20%
CA
35
Cetera Advisors
Colorado
$9.42M +$1.33M +26,914 +16%
FTUS
36
Flow Traders U.S.
New York
$9.23M +$8.83M +179,120 +2,208%
LHC
37
Little House Capital
Massachusetts
$8.86M +$781K +15,846 +10%
SF
38
Symphony Financial
Texas
$8.73M -$335K -6,795 -4%
AC
39
Avestar Capital
New York
$8.59M -$2.45M -49,781 -22%
OIA
40
OneDigital Investment Advisors
Kansas
$6.9M +$2.14M +43,510 +45%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.8M -$8.73M -177,168 -56%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$6.43M -$1.14M -23,223 -15%
SWP
43
Stratos Wealth Partners
Ohio
$6.26M -$20.6M -417,221 -77%
IWP
44
IAG Wealth Partners
Wisconsin
$6.18M +$1.24M +25,142 +25%
Truist Financial
45
Truist Financial
North Carolina
$5.86M -$1.97M -39,963 -25%
HI
46
Harbour Investments
Wisconsin
$5.81M +$4.88M +99,042 +525%
FHA
47
Flagship Harbor Advisors
Massachusetts
$5.67M +$1.48M +30,035 +35%
MFG
48
Marmo Financial Group
Tennessee
$5.14M +$184K +3,730 +4%
IFS
49
Ifrah Financial Services
Arkansas
$5.12M +$129K +2,621 +3%
FCA
50
FLC Capital Advisors
California
$5.12M -$998K -20,258 -16%