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PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$19.1M +$19.1M +384,294 New
IWMWV
27
Ironwood Wealth Management (West Virginia)
West Virginia
$18.7M +$245K +4,945 +1%
CCWM
28
Correct Capital Wealth Management
Missouri
$17.3M -$7.77M -156,609 -31%
SGI
29
Summit Global Investments
Utah
$16.7M -$578K -11,656 -3%
EH
30
Equitable Holdings
New York
$16.5M +$613K +12,356 +4%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$16.3M +$8.36M +168,573 +105%
CMA
32
Cedar Mountain Advisors
Oregon
$15.9M +$724K +14,595 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$15.6M -$619K -12,469 -4%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$15.3M +$4.68M +94,310 +44%
CA
35
CoreCap Advisors
Michigan
$14.1M +$14M +282,791 +49,353%
AC
36
Avestar Capital
New York
$13.7M -$7.9M -159,209 -37%
AWA
37
Arete Wealth Advisors
Illinois
$12.8M +$598K +12,052 +5%
SWP
38
Stratos Wealth Partners
Ohio
$12.6M -$529K -10,658 -4%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$736K +14,840 +6%
IA
40
IAM Advisory
Pennsylvania
$12.2M +$12.2M +245,027 New
LFP
41
Lakeshore Financial Planning
Michigan
$12M +$5.5M +110,882 +85%
IA
42
Inspire Advisors
Idaho
$11.1M +$619K +12,474 +6%
MWC
43
MBM Wealth Consultants
Missouri
$11.1M -$1.21M -24,351 -10%
IWP
44
IAG Wealth Partners
Wisconsin
$10.3M +$558K +11,249 +6%
TC
45
TownSquare Capital
Utah
$10.3M -$2.93M -59,089 -22%
NG
46
Norden Group
Utah
$10.1M -$2.92M -58,887 -22%
LHC
47
Little House Capital
Massachusetts
$10M -$316K -6,365 -3%
AAS
48
Ameritas Advisory Services
Nebraska
$9.86M +$2.15M +43,377 +28%
AWS
49
Atria Wealth Solutions
New York
$9.36M +$5.19M +104,610 +125%
Comerica Bank
50
Comerica Bank
Texas
$9.35M +$176K +3,550 +2%