We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $3.2B → $3.5B (+$305M)

9% more funds holding

Funds holding: 186203 (+17)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

0.3% less ownership

Funds ownership: 75.07%74.77% (-0.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
26
Cedar Mountain Advisors
Oregon
$14.6M +$244K +4,951 +2%
AC
27
Avestar Capital
New York
$14.5M +$5.87M +119,110 +68%
AWA
28
Arete Wealth Advisors
Illinois
$13.4M +$13.3M +270,891 New
CCA
29
Catalyst Capital Advisors
New York
$12.5M -$1.31M -26,500 -9%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$12.3M +$12.3M +249,143 New
TC
31
TownSquare Capital
Utah
$11.9M +$2M +40,549 +20%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$11.4M +$1.88M +38,247 +20%
TFA
33
Transamerica Financial Advisors
Florida
$10.3M -$29.3M -595,162 -74%
FA
34
FDx Advisors
Illinois
$9.7M +$9.67M +196,291 New
LHC
35
Little House Capital
Massachusetts
$9.59M +$704K +14,298 +8%
MWC
36
MBM Wealth Consultants
Missouri
$9.28M +$359K +7,281 +4%
MML Investors Services
37
MML Investors Services
Massachusetts
$8.29M +$1.46M +29,687 +22%
CAN
38
Cetera Advisor Networks
California
$8.08M +$3.65M +74,119 +83%
PAG
39
Private Advisor Group
New Jersey
$8.05M +$5.87M +119,254 +273%
SF
40
Symphony Financial
Texas
$7.8M -$944K -19,167 -11%
GVAG
41
Great Valley Advisor Group
Delaware
$7.71M -$3.39M -68,775 -31%
SWP
42
Stratos Wealth Partners
Ohio
$6.92M +$643K +13,053 +10%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$6.69M -$3.64M -73,926 -35%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$6.54M +$103K +2,086 +2%
OIA
45
OneDigital Investment Advisors
Kansas
$6.35M -$573K -11,636 -8%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$6.33M +$1.32M +26,877 +27%
VWA
47
V Wealth Advisors
Kansas
$6.31M +$3.25M +65,894 +107%
Mariner
48
Mariner
Kansas
$6.07M -$15.8M -320,748 -72%
EH
49
Equitable Holdings
New York
$5.66M +$1.33M +26,948 +31%
AWS
50
Atria Wealth Solutions
New York
$5.39M +$435K +8,825 +9%