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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$28.5M -$11.2M -224,857 -28%
AAS
27
Ameritas Advisory Services
Nebraska
$27M +$10.4M +209,379 +62%
LFP
28
Lakeshore Financial Planning
Michigan
$24.2M +$5.69M +114,581 +31%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$22.8M +$791K +15,931 +4%
IWMWV
30
Ironwood Wealth Management (West Virginia)
West Virginia
$19.8M +$762K +15,344 +4%
CA
31
Crewe Advisors
Utah
$19.3M +$15.9M +320,060 +460%
EWA
32
EP Wealth Advisors
California
$18.5M +$2.81M +56,607 +18%
PHWM
33
Pine Harbor Wealth Management
Maryland
$18M +$10.3M +206,710 +132%
CCWM
34
Correct Capital Wealth Management
Missouri
$16.8M -$668K -13,451 -4%
FHA
35
Flagship Harbor Advisors
Massachusetts
$16.3M -$17.1M -343,900 -51%
IWM
36
IHT Wealth Management
Illinois
$16.2M +$11.9M +240,301 +279%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$16M +$4.17M +83,941 +35%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$15.9M +$1.18M +23,756 +8%
MML Investors Services
39
MML Investors Services
Massachusetts
$15.7M +$5.06M +101,793 +47%
MWC
40
MBM Wealth Consultants
Missouri
$15.4M +$2.83M +56,914 +22%
MWML
41
M Wealth Management LLC
California
$14.8M +$14.8M +297,762 New
SF
42
Symphony Financial
Texas
$14.4M +$12.7M +254,857 +746%
CFP
43
Curran Financial Partners
South Carolina
$14.3M +$2.39M +48,068 +20%
EH
44
Equitable Holdings
New York
$13.9M -$517K -10,415 -4%
IWP
45
IAG Wealth Partners
Wisconsin
$13.8M +$2.84M +57,170 +26%
SGI
46
Summit Global Investments
Utah
$13.5M -$98.4K -1,982 -0.7%
IA
47
IAM Advisory
Pennsylvania
$13.1M +$479K +9,637 +4%
Comerica Bank
48
Comerica Bank
Texas
$12.4M +$1.15M +23,242 +10%
FPW
49
Fairvoy Private Wealth
Alabama
$12.3M +$12.4M +248,656 New
PAG
50
Private Advisor Group
New Jersey
$12.1M +$983K +19,783 +9%