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PGIM Ultra Short Bond ETF

235 hedge funds and large institutions have $4.18B invested in PGIM Ultra Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

19% more capital invested

Capital invested by funds: $3.5B → $4.18B (+$675M)

16% more funds holding

Funds holding: 203235 (+32)

1.36% more ownership

Funds ownership: 74.77%76.13% (+1.4%)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.73%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
58
Increased
92
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Sanctuary Wealth Management
Idaho
$19.2M +$19.2M +388,269 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$18.9M +$7.4M +149,902 +65%
VIA
28
Vickerman Investment Advisors
Washington
$18.6M +$95.4K +1,932 +0.5%
IWMWV
29
Ironwood Wealth Management (West Virginia)
West Virginia
$17.6M -$53.9K -1,093 -0.3%
TC
30
TownSquare Capital
Utah
$15.7M +$3.72M +75,322 +31%
CMA
31
Cedar Mountain Advisors
Oregon
$14.8M +$103K +2,092 +0.7%
AWS
32
Atria Wealth Solutions
New York
$13.9M +$8.52M +172,575 +158%
MAC
33
Mason & Associates (California)
California
$13.7M -$1.37M -27,694 -9%
TFA
34
Transamerica Financial Advisors
Florida
$12.8M +$2.48M +50,323 +24%
CA
35
CoreCap Advisors
Michigan
$11.7M +$11.7M +236,170 New
AI
36
Atria Investments
North Carolina
$11.5M +$6.11M +123,702 +115%
CCA
37
Catalyst Capital Advisors
New York
$10.9M -$1.65M -33,500 -13%
LAS
38
Lloyd Advisory Services
Georgia
$10.5M +$10.5M +212,370 New
NG
39
Norden Group
Utah
$10.5M +$10.5M +212,370 New
PAG
40
Private Advisor Group
New Jersey
$10.3M +$2.19M +44,304 +27%
MWC
41
MBM Wealth Consultants
Missouri
$10.2M +$891K +18,060 +10%
LHC
42
Little House Capital
Massachusetts
$9.53M -$74K -1,500 -0.8%
IA
43
Inspire Advisors
Idaho
$9.42M +$9.39M +190,277 New
SWP
44
Stratos Wealth Partners
Ohio
$9.02M +$2.08M +42,205 +30%
EH
45
Equitable Holdings
New York
$8.8M +$3.13M +63,325 +55%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$8.74M +$2.4M +48,683 +38%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$8.42M +$8.4M +170,093 New
Mariner
48
Mariner
Kansas
$7.94M +$1.85M +37,577 +31%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$7.86M +$7.84M +158,831 New
Comerica Bank
50
Comerica Bank
Texas
$7.53M +$7.51M +152,070 New