We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

304 hedge funds and large institutions have $5.63B invested in PGIM Ultra Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

30% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 99

10% more capital invested

Capital invested by funds: $5.11B → $5.63B (+$521M)

5% more funds holding

Funds holding: 290304 (+14)

0.69% more ownership

Funds ownership: 71.42%72.11% (+0.69%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
304
Holders Change
+14
Holders Change %
+4.83%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
52
Increased
129
Reduced
99
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$22.1M +$2.26M +45,572 +11%
IWMWV
27
Ironwood Wealth Management (West Virginia)
West Virginia
$19.1M +$394K +7,946 +2%
LFP
28
Lakeshore Financial Planning
Michigan
$18.6M +$6.61M +133,170 +55%
FTUS
29
Flow Traders U.S.
New York
$18.1M +$13.8M +278,715 +332%
CCWM
30
Correct Capital Wealth Management
Missouri
$17.6M +$263K +5,295 +2%
NW
31
NewEdge Wealth
Pennsylvania
$16.8M +$16.8M +337,482 New
AAS
32
Ameritas Advisory Services
Nebraska
$16.7M +$6.85M +137,979 +70%
EWA
33
EP Wealth Advisors
California
$15.8M +$15.8M +317,571 New
Jones Financial Companies
34
Jones Financial Companies
Missouri
$15.7M +$8.7M +175,205 +125%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$14.8M -$570K -11,482 -4%
SHGA
36
Sand Hill Global Advisors
California
$14.5M +$14.4M +290,682 New
EH
37
Equitable Holdings
New York
$14.4M -$2.08M -41,852 -13%
GWM
38
Geneos Wealth Management
Colorado
$14.3M +$9.4M +189,327 +192%
SGI
39
Summit Global Investments
Utah
$13.7M -$3.01M -60,587 -18%
AWA
40
Arete Wealth Advisors
Illinois
$13.3M +$507K +10,214 +4%
SWM
41
Sanctuary Wealth Management
Idaho
$13M -$7.99M -160,865 -38%
IA
42
IAM Advisory
Pennsylvania
$12.7M +$482K +9,713 +4%
MWC
43
MBM Wealth Consultants
Missouri
$12.6M +$1.49M +30,025 +13%
CFP
44
Curran Financial Partners
South Carolina
$12M +$11.9M +240,090 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$11.9M +$11.7M +235,374 +5,855%
Comerica Bank
46
Comerica Bank
Texas
$11.3M +$1.92M +38,652 +21%
CA
47
CoreCap Advisors
Michigan
$11.2M -$2.88M -58,071 -20%
PAG
48
Private Advisor Group
New Jersey
$11.1M +$5.23M +105,264 +89%
IWP
49
IAG Wealth Partners
Wisconsin
$11M +$671K +13,512 +6%
SWP
50
Stratos Wealth Partners
Ohio
$11M -$1.59M -31,962 -13%