We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
26
Ironwood Wealth Management (West Virginia)
West Virginia
$18M +$324K +6,567 +2%
MSG
27
Main Street Group
Virginia
$17.4M +$17.4M +352,184 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.8M -$43.9M -889,217 -72%
CMA
29
Cedar Mountain Advisors
Oregon
$14.7M -$1.43K -29 -0%
AWA
30
Arete Wealth Advisors
Illinois
$14M +$14M +283,115 New
AWM
31
AE Wealth Management
Kansas
$13.8M -$12.8M -258,598 -48%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$4.14M +83,702 +49%
MWC
33
MBM Wealth Consultants
Missouri
$12M +$1.71M +34,703 +17%
SWP
34
Stratos Wealth Partners
Ohio
$11.4M +$2.41M +48,701 +27%
EH
35
Equitable Holdings
New York
$11.3M +$2.55M +51,538 +29%
PAG
36
Private Advisor Group
New Jersey
$11.1M +$851K +17,219 +8%
MAC
37
Mason & Associates (California)
California
$11M -$2.7M -54,585 -20%
IA
38
Inspire Advisors
Idaho
$10.1M +$687K +13,899 +7%
LHC
39
Little House Capital
Massachusetts
$9.66M +$149K +3,020 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.62M -$9.2M -186,185 -49%
TFA
41
Transamerica Financial Advisors
Florida
$9.04M -$3.75M -75,977 -29%
Comerica Bank
42
Comerica Bank
Texas
$8.36M +$849K +17,178 +11%
TC
43
TownSquare Capital
Utah
$7.99M -$7.66M -155,006 -49%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$7.6M -$1.13M -22,843 -13%
IWP
45
IAG Wealth Partners
Wisconsin
$7.26M +$2.74M +55,491 +61%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7.24M +$1.4M +28,347 +24%
BWS
47
Buck Wealth Strategies
Colorado
$7.14M +$3.34M +67,619 +88%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$6.91M +$512K +10,358 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$6.54M -$10.8K -219 -0.2%
CCA
50
Catalyst Capital Advisors
New York
$6.53M -$4.35M -88,000 -40%