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PGIM Ultra Short Bond ETF

98 hedge funds and large institutions have $1.86B invested in PGIM Ultra Short Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

52% more capital invested

Capital invested by funds: $1.23B → $1.86B (+$634M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more funds holding

Funds holding: 8798 (+11)

10.98% more ownership

Funds ownership: 61.81%72.8% (+11%)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
25
Increased
29
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.54M +$141K +2,850 +10%
CFO
52
Collective Family Office
Pennsylvania
$1.43M +$1.43M +28,978 New
OC
53
Oppenheimer & Co
New York
$1.33M -$121K -2,446 -8%
GC
54
Guggenheim Capital
Illinois
$1.27M +$162K +3,288 +15%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.26M -$127K -2,576 -9%
ACA
56
Aptus Capital Advisors
Alabama
$1.21M -$369K -7,486 -23%
SWA
57
Stratos Wealth Advisors
Ohio
$1.14M -$61.1K -1,238 -5%
FCFC
58
First Citizens Financial Corp
Iowa
$1.1M -$1.76M -35,608 -61%
AA
59
AlphaMark Advisors
Kentucky
$1M -$205K -4,150 -17%
MFG
60
Merit Financial Group
Georgia
$988K -$49.3K -1,000 -5%
MAM
61
Meeder Asset Management
Ohio
$860K +$88.9K +1,801 +11%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$793K +$133K +2,693 +20%
GWA
63
GGM Wealth Advisors
Maryland
$716K
SWP
64
Stratos Wealth Partners
Ohio
$620K -$110K -2,231 -15%
OBWG
65
Onyx Bridge Wealth Group
New York
$603K -$1.35M -27,446 -69%
ASN
66
Advisory Services Network
Georgia
$551K -$2.42M -49,116 -81%
CAN
67
Cetera Advisor Networks
California
$544K +$94.7K +1,920 +21%
PJSIMP
68
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K +$254K +5,151 +95%
GRP
69
Global Retirement Partners
California
$518K +$521K +10,548 New
FA
70
Flagstar Advisors
New York
$495K +$1.38K +28 +0.3%
FWM
71
Focused Wealth Management
New York
$492K
TIA
72
Trust Investment Advisors
Indiana
$408K -$49.3K -1,000 -11%
GIA
73
Gladstone Institutional Advisory
Florida
$403K +$405K +8,198 New
RA
74
Riverstone Advisors
Texas
$397K -$410K -8,300 -51%
SAM
75
Secure Asset Management
Michigan
$364K +$120K +2,424 +49%