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PGIM Ultra Short Bond ETF

391 hedge funds and large institutions have $8.94B invested in PGIM Ultra Short Bond ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 98

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

7% more capital invested

Capital invested by funds: $8.33B → $8.94B (+$607M)

6% more funds holding

Funds holding: 370391 (+21)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

0.46% less ownership

Funds ownership: 71.53%71.08% (-0.46%)

Holders
391
Holders Change
+21
Holders Change %
+5.68%
% of All Funds
5.13%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
60
Increased
201
Reduced
98
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$38.5M -$16.8M -337,047 -30%
LFP
27
Lakeshore Financial Planning
Michigan
$36.5M +$4.59M +92,325 +14%
MSG
28
Main Street Group
Virginia
$34.5M +$528K +10,615 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$31.5M +$9.92M +199,491 +46%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$29.6M +$3.02M +60,672 +11%
PAG
31
Private Advisor Group
New Jersey
$29.3M +$3.39M +68,144 +13%
PHWM
32
Pine Harbor Wealth Management
Maryland
$28.9M +$2.74M +55,059 +10%
ACA
33
Aptus Capital Advisors
Alabama
$28.7M +$1.69M +33,902 +6%
AFWM
34
AMJ Financial Wealth Management
Virginia
$26.3M +$3.95M +79,521 +18%
MAM
35
Milestone Asset Management
Pennsylvania
$25.8M -$16.9M -340,804 -40%
NW
36
NewEdge Wealth
Pennsylvania
$22.5M +$5.6M +112,724 +33%
IWP
37
IAG Wealth Partners
Wisconsin
$21.2M +$623K +12,534 +3%
IWMWV
38
Ironwood Wealth Management (West Virginia)
West Virginia
$21.1M +$1.51M +30,407 +8%
MWC
39
MBM Wealth Consultants
Missouri
$20.7M +$3.29M +66,196 +19%
GWM
40
Geneos Wealth Management
Colorado
$18.7M +$2.34M +47,074 +14%
IC
41
Inscription Capital
Texas
$18.1M +$18.1M +363,451 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$17.5M +$10.3M +206,907 +142%
ATPW
43
Ashton Thomas Private Wealth
Arizona
$17.4M +$3.76M +75,556 +28%
AWA
44
Arete Wealth Advisors
Illinois
$17.3M +$8.83M +177,707 +105%
LOIP
45
Live Oak Investment Partners
Texas
$16.6M +$3.89M +78,241 +31%
MWML
46
M Wealth Management LLC
California
$16.4M +$412K +8,294 +3%
SF
47
Symphony Financial
Texas
$16.3M +$1.22M +24,606 +8%
FPW
48
Fairvoy Private Wealth
Alabama
$14.8M -$815K -16,388 -5%
SWP
49
Stratos Wealth Partners
Ohio
$14.8M +$853K +17,157 +6%
P
50
&Partners
Tennessee
$14.7M +$618K +12,428 +4%