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PGIM Ultra Short Bond ETF

351 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 188 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 87

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 337351 (+14)

0% less capital invested

Capital invested by funds: $8.07B → $8.07B (-$4.4M)

0.06% less ownership

Funds ownership: 73.69%73.63% (-0.06%)

Holders
351
Holders Change
+14
Holders Change %
+4.15%
% of All Funds
4.71%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.35%
New
50
Increased
188
Reduced
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$37.1M +$8.41M +169,348 +29%
LFP
27
Lakeshore Financial Planning
Michigan
$35.1M +$10.8M +217,392 +44%
MSG
28
Main Street Group
Virginia
$33.9M +$1.26M +25,426 +4%
AAS
29
Ameritas Advisory Services
Nebraska
$28.7M +$1.6M +32,284 +6%
CA
30
Crewe Advisors
Utah
$28.3M +$8.94M +179,983 +46%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$24.8M +$1.93M +38,904 +8%
MML Investors Services
32
MML Investors Services
Massachusetts
$22.6M +$6.78M +136,496 +43%
GWM
33
Geneos Wealth Management
Colorado
$21.7M +$14.1M +283,157 +184%
CWP
34
Clark Wealth Partners
Illinois
$20.5M +$15M +301,585 +274%
PHWM
35
Pine Harbor Wealth Management
Maryland
$20.4M +$2.31M +46,490 +13%
EWA
36
EP Wealth Advisors
California
$19.8M +$1.21M +24,299 +6%
IWMWV
37
Ironwood Wealth Management (West Virginia)
West Virginia
$19.4M -$322K -6,475 -2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$19.2M +$2.84M +57,141 +17%
PAG
39
Private Advisor Group
New Jersey
$19.1M +$7M +141,062 +58%
IWP
40
IAG Wealth Partners
Wisconsin
$18.4M +$4.53M +91,187 +33%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$17.5M +$1.56M +31,473 +10%
MWC
42
MBM Wealth Consultants
Missouri
$16.5M +$1M +20,211 +6%
MWML
43
M Wealth Management LLC
California
$16.2M +$1.41M +28,488 +10%
SHGA
44
Sand Hill Global Advisors
California
$15.5M +$3.97M +80,009 +35%
FPW
45
Fairvoy Private Wealth
Alabama
$15.4M +$3.05M +61,347 +25%
CFP
46
Curran Financial Partners
South Carolina
$14.9M +$576K +11,593 +4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$13.5M +$4.63M +93,244 +52%
IA
48
IAM Advisory
Pennsylvania
$13.4M +$236K +4,754 +2%
KAM
49
Kensington Asset Management
Texas
$13.2M +$13.1M +264,464 New
EH
50
Equitable Holdings
New York
$13.1M -$796K -16,035 -6%