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PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$20.3M +$3.4M +68,505 +20%
IWMWV
27
Ironwood Wealth Management (West Virginia)
West Virginia
$18.4M +$396K +7,987 +2%
SGI
28
Summit Global Investments
Utah
$17.3M -$20.3M -409,591 -54%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$16.3M +$8.94M +180,463 +123%
EH
30
Equitable Holdings
New York
$15.9M +$4.47M +90,205 +39%
CMA
31
Cedar Mountain Advisors
Oregon
$15.2M +$398K +8,039 +3%
FTUS
32
Flow Traders U.S.
New York
$14.4M -$29M -584,150 -67%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$13.3M +$3.62M +73,098 +38%
TC
34
TownSquare Capital
Utah
$13.2M +$5.18M +104,493 +65%
SWP
35
Stratos Wealth Partners
Ohio
$13.1M +$1.64M +33,051 +14%
NG
36
Norden Group
Utah
$13.1M +$10.5M +211,739 +415%
MWC
37
MBM Wealth Consultants
Missouri
$12.3M +$366K +7,389 +3%
AWA
38
Arete Wealth Advisors
Illinois
$12.2M -$1.87M -37,747 -13%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$894K -18,049 -7%
GWM
40
Geneos Wealth Management
Colorado
$11.3M +$9.34M +188,417 +480%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$10.6M +$2.96M +59,758 +39%
IA
42
Inspire Advisors
Idaho
$10.5M +$362K +7,304 +4%
LHC
43
Little House Capital
Massachusetts
$10.3M +$619K +12,499 +6%
IWP
44
IAG Wealth Partners
Wisconsin
$9.78M +$2.46M +49,667 +34%
Comerica Bank
45
Comerica Bank
Texas
$9.17M +$756K +15,263 +9%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$8.52M +$1.57M +31,597 +23%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.95M +$3.83M +77,273 +93%
AAS
48
Ameritas Advisory Services
Nebraska
$7.69M +$7.36M +148,452 +2,250%
MML Investors Services
49
MML Investors Services
Massachusetts
$7.32M +$3.11M +62,853 +74%
IP
50
Ignite Planners
California
$7.2M +$2.04M +41,194 +39%