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PGIM Ultra Short Bond ETF

412 hedge funds and large institutions have $9.39B invested in PGIM Ultra Short Bond ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

60% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 124

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

6% more funds holding

Funds holding: 390412 (+22)

5% more capital invested

Capital invested by funds: $8.93B → $9.39B (+$458M)

0.39% less ownership

Funds ownership: 71.05%70.66% (-0.39%)

Holders
412
Holders Change
+22
Holders Change %
+5.64%
% of All Funds
5.01%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.51%
New
55
Increased
198
Reduced
124
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
26
Vickerman Investment Advisors
Washington
$39.6M +$16.8K +337 +0%
CA
27
Crewe Advisors
Utah
$37.7M -$8.88M -178,588 -19%
LFP
28
Lakeshore Financial Planning
Michigan
$37.6M +$1.25M +25,174 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$36.5M +$5.16M +103,830 +16%
MSG
30
Main Street Group
Virginia
$33.8M -$543K -10,928 -2%
PAG
31
Private Advisor Group
New Jersey
$32.4M +$3.29M +66,247 +11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$32M +$2.59M +52,183 +9%
PHWM
33
Pine Harbor Wealth Management
Maryland
$30.9M +$2.15M +43,214 +7%
EWA
34
EP Wealth Advisors
California
$26.5M +$26.5M +533,930 New
VFA
35
Valeo Financial Advisors
Indiana
$26.3M +$24.3M +487,841 +1,123%
AFWM
36
AMJ Financial Wealth Management
Virginia
$25.5M -$669K -13,460 -3%
MWC
37
MBM Wealth Consultants
Missouri
$23.7M +$3.08M +61,979 +15%
PPG
38
Peak Planning Group
Colorado
$23.3M +$11.3M +227,213 +94%
IWP
39
IAG Wealth Partners
Wisconsin
$22.1M +$1.04M +20,984 +5%
MAM
40
Milestone Asset Management
Pennsylvania
$22.1M -$3.62M -72,804 -14%
EFG
41
Embree Financial Group
Illinois
$21.9M +$10.1M +203,209 +85%
GWM
42
Geneos Wealth Management
Colorado
$21.9M +$3.24M +65,071 +17%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$21.4M +$3.9M +78,476 +22%
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$20.8M -$262K -5,277 -1%
AAS
45
Ameritas Advisory Services
Nebraska
$18.9M +$15.4M +309,231 +431%
P
46
&Partners
Tennessee
$17.1M +$2.37M +47,722 +16%
ATPW
47
Ashton Thomas Private Wealth
Arizona
$17M -$353K -7,108 -2%
KAS
48
Kestra Advisory Services
Texas
$16.9M +$7.15M +143,756 +73%
AWA
49
Arete Wealth Advisors
Illinois
$16.7M -$489K -9,832 -3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$16.7M +$9.15M +184,127 +121%