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PGIM Ultra Short Bond ETF
PULS

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121 → 147 (+26)

1.97% less ownership

Funds ownership: 76.53% → 74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$74.1M
2
Wells Fargo
Wells Fargo
California
+$51.4M
3
AWM
AE Wealth Management
Kansas
+$48.1M
4
IFG
Independent Financial Group
California
+$42.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$37.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$410M
2
OWM
Orgel Wealth Management
Wisconsin
-$118M
3
MA
MCF Advisors
Kentucky
-$36M
4
Osaic Holdings
Osaic Holdings
Arizona
-$20.3M
5
FAG
Financial Advisory Group
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
Fountainhead AM
New Jersey
$2.78M +$1.49M +30,429 +116%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$2.78M +$1.78M +36,206 +178%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$2.71M +$147K +3,004 +6%
NWA
54
Navis Wealth Advisors
New York
$2.55M +$2.55M +51,930 New
EWM
55
Elmwood Wealth Management
California
$2.53M +$17.2K +350 +0.7%
JWCA
56
J.W. Cole Advisors
Florida
$2.49M -$1.39M -28,282 -36%
AWS
57
Atria Wealth Solutions
New York
$2.47M +$2.23M +45,557 +945%
PJSIMP
58
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.45M -$342K -6,964 -12%
MFG
59
MidWestOne Financial Group
Iowa
$2.4M +$42K +857 +2%
ARG
60
Advisory Resource Group
Oklahoma
$2.36M +$190K +3,882 +9%
OC
61
Oppenheimer & Co
New York
$2.19M +$177K +3,617 +9%
DC
62
Davenport & Co
Virginia
$2.11M +$2.11M +43,067 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.98M +$1.98M +40,407 New
GWA
64
GGM Wealth Advisors
Maryland
$1.98M +$1.26M +25,751 +176%
SWIM
65
Smallwood Wealth Investment Management
New Jersey
$1.98M +$1.98M +40,385 New
SIG
66
Sargent Investment Group
Maryland
$1.92M – – –
CPWA
67
Cerro Pacific Wealth Advisors
California
$1.71M -$283K -5,763 -14%
RFC
68
Regions Financial Corp
Alabama
$1.56M +$645K +13,157 +70%
TC
69
TownSquare Capital
Utah
$1.49M +$1.48M +30,264 New
KWM
70
Kingsview Wealth Management
Oregon
$1.46M +$1.46M +29,784 New
SWA
71
Stratos Wealth Advisors
Ohio
$1.36M +$81K +1,652 +6%
GC
72
Guggenheim Capital
Illinois
$1.21M -$19.5K -397 -2%
EH
73
Equitable Holdings
New York
$1.17M +$1.17M +23,846 New
SWP
74
Stratos Wealth Partners
Ohio
$1.09M +$503K +10,261 +86%
PMG
75
ProVise Management Group
Florida
$1.07M +$1.07M +21,857 New
1 2
3
4 5

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.