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PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

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.

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
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$178M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$78.2M
3
FAG
3
Financial Advisory Group
Texas
$34.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$143M
5
MA
5
MCF Advisors
Kentucky
$66.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.89M
3
Jane Street
3
Jane Street
New York
$0
4
APW
4
Aurora Private Wealth
New Jersey
$0
5
AWE
5
Avidian Wealth Enterprises
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$583K 11,739 -5,222 -31%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$521K 10,484 -798 -7%
HFS
53
Horizon Financial Services
North Carolina
$497K 10,009 -674 -6%
FWM
54
Focused Wealth Management
New York
$496K 9,988 – –
CG
55
Caprock Group
Idaho
$437K 8,799 +8,799 New
OBWG
56
Onyx Bridge Wealth Group
New York
$424K 8,530 +8,530 New
RA
57
Riverstone Advisors
Texas
$412K 8,300 +8,300 New
SC
58
Sepio Capital
Utah
$406K 8,171 – –
TIA
59
Trust Investment Advisors
Indiana
$388K 7,800 – –
FCFC
60
First Citizens Financial Corp
Iowa
$330K 6,638 -2,029 -23%
HI
61
Harbour Investments
Wisconsin
$293K 5,904 – –
VWA
62
V Wealth Advisors
Kansas
$278K 5,600 – –
HighTower Advisors
63
HighTower Advisors
Illinois
$259K 5,223 – –
RA
64
RFG Advisory
Alabama
$249K 5,009 – –
EM
65
Excalibur Management
Massachusetts
$235K 4,740 +235 +5%
PCM
66
Penserra Capital Management
California
$234K 4,714 +4,714 New
SWM
67
Spire Wealth Management
Virginia
$199K 4,000 +4,000 New
GRP
68
Global Retirement Partners
California
$192K 3,862 – –
APA
69
American Portfolios Advisors
New York
$133K 2,687 +1,387 +107%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$81K 1,635 +431 +36%
SWM
71
Sugarloaf Wealth Management
Georgia
$50K 1,000 +1,000 New
LB
72
Legacy Bridge
Iowa
$45K 900 – –
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K 395 +395 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
– – -803,698 Closed
Jane Street
75
Jane Street
New York
– – -68,618 Closed
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3
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