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PGIM Ultra Short Bond ETF

73 hedge funds and large institutions have $1.2B invested in PGIM Ultra Short Bond ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $932M → $1.2B (+$264M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

3.19% more ownership

Funds ownership: 59.32%62.51% (+3.2%)

1% more funds holding

Funds holding: 7273 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
15
Increased
26
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$583K -$260K -5,222 -31%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$521K -$39.7K -798 -7%
HFS
53
Horizon Financial Services
North Carolina
$497K -$33.5K -674 -6%
FWM
54
Focused Wealth Management
New York
$496K
CG
55
Caprock Group
Idaho
$437K +$437K +8,799 New
OBWG
56
Onyx Bridge Wealth Group
New York
$424K +$424K +8,530 New
RA
57
Riverstone Advisors
Texas
$412K +$413K +8,300 New
SC
58
Sepio Capital
Utah
$406K
TIA
59
Trust Investment Advisors
Indiana
$388K
FCFC
60
First Citizens Financial Corp
Iowa
$330K -$101K -2,029 -23%
HI
61
Harbour Investments
Wisconsin
$293K
VWA
62
V Wealth Advisors
Kansas
$278K
HighTower Advisors
63
HighTower Advisors
Illinois
$259K
RA
64
RFG Advisory
Alabama
$249K
EM
65
Excalibur Management
Massachusetts
$235K +$11.7K +235 +5%
PCM
66
Penserra Capital Management
California
$234K +$234K +4,714 New
SWM
67
Spire Wealth Management
Virginia
$199K +$199K +4,000 New
GRP
68
Global Retirement Partners
California
$192K
APA
69
American Portfolios Advisors
New York
$133K +$68.9K +1,387 +107%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$81K +$21.4K +431 +36%
SWM
71
Sugarloaf Wealth Management
Georgia
$50K +$49.7K +1,000 New
LB
72
Legacy Bridge
Iowa
$45K
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K +$19.6K +395 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$40M -803,698 Closed
Jane Street
75
Jane Street
New York
-$3.41M -68,618 Closed