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PGIM Ultra Short Bond ETF

87 hedge funds and large institutions have $1.23B invested in PGIM Ultra Short Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

19% more funds holding

Funds holding: 7387 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $1.2B → $1.23B (+$30.5M)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.7% less ownership

Funds ownership: 62.51%61.81% (-0.7%)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
24
Increased
29
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
51
Ashton Thomas Private Wealth
Arizona
$1.34M +$1.35M +27,162 New
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$1.22M +$1.22M +24,611 New
AA
53
AlphaMark Advisors
Kentucky
$1.21M -$49.6K -1,000 -4%
SWA
54
Stratos Wealth Advisors
Ohio
$1.21M -$737K -14,856 -38%
KWM
55
Kingsview Wealth Management
Oregon
$1.15M -$49.6K -1,001 -4%
GC
56
Guggenheim Capital
Illinois
$1.12M +$527K +10,627 +89%
MFG
57
Merit Financial Group
Georgia
$1.04M -$64.5K -1,300 -6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$931K +$76.4K +1,540 +9%
RA
59
Riverstone Advisors
Texas
$810K +$400K +8,075 +97%
RWP
60
Ridgecrest Wealth Partners
California
$780K -$9.92K -200 -1%
MAM
61
Meeder Asset Management
Ohio
$776K +$778K +15,681 New
SWP
62
Stratos Wealth Partners
Ohio
$734K +$153K +3,093 +26%
GWA
63
GGM Wealth Advisors
Maryland
$720K +$44.6K +900 +7%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$671K +$672K +13,552 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$664K +$145K +2,932 +28%
UBS Group
66
UBS Group
Switzerland
$583K +$585K +11,790 New
Ameriprise
67
Ameriprise
Minnesota
$508K +$509K +10,268 New
FA
68
Flagstar Advisors
New York
$497K -$994K -20,042 -67%
FWM
69
Focused Wealth Management
New York
$494K
RFC
70
Regions Financial Corp
Alabama
$472K +$473K +9,544 New
TIA
71
Trust Investment Advisors
Indiana
$460K +$74.4K +1,500 +19%
CAN
72
Cetera Advisor Networks
California
$452K -$1.4M -28,243 -76%
ETIA
73
Epic Trust Investment Advisors
Washington
$346K +$347K +7,000 New
LWMM
74
Legacy Wealth Management (Mississippi)
Mississippi
$337K +$337K +6,800 New
HI
75
Harbour Investments
Wisconsin
$276K -$16.1K -325 -6%

PULS Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q4 2021, worth a combined $1.23B — up 2.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PULS positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was MCF Advisors, exiting entirely with an estimated $66.4M sold.

  • 87 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $1.23B of PGIM Ultra Short Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 24 funds opened new PGIM Ultra Short Bond ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $34.6M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q4 2021 was MCF Advisors, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2021.