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PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

146 hedge funds and large institutions have $2.02B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
+25
Holders Change %
+20.66%
% of All Funds
2.52%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
38
Increased
50
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$291M
2
Wells Fargo
2
Wells Fargo
California
$99.2M
3
AWM
3
AE Wealth Management
Kansas
$48.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$37.1M
5
LPL Financial
5
LPL Financial
California
$59.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$599M
2
OWM
2
Orgel Wealth Management
Wisconsin
$802K
3
MA
3
MCF Advisors
Kentucky
$8.06M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
FAG
5
Financial Advisory Group
Texas
$851K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$2.78M 56,565 +36,206 +178%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$2.71M 55,275 +3,004 +6%
NWA
53
Navis Wealth Advisors
New York
$2.55M 51,930 +51,930 New
EWM
54
Elmwood Wealth Management
California
$2.53M 51,466 +350 +0.7%
JWCA
55
J.W. Cole Advisors
Florida
$2.49M 50,664 -28,282 -36%
AWS
56
Atria Wealth Solutions
New York
$2.47M 50,380 +45,557 +945%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.45M 50,008 -6,964 -12%
MFG
58
MidWestOne Financial Group
Iowa
$2.4M 48,794 +857 +2%
ARG
59
Advisory Resource Group
Oklahoma
$2.36M 48,040 +3,882 +9%
OC
60
Oppenheimer & Co
New York
$2.19M 44,709 +3,617 +9%
DC
61
Davenport & Co
Virginia
$2.11M 43,067 +43,067 New
FHA
62
Flagship Harbor Advisors
Massachusetts
$1.98M 40,407 +40,407 New
GWA
63
GGM Wealth Advisors
Maryland
$1.98M 40,416 +25,751 +176%
SWIM
64
Smallwood Wealth Investment Management
New Jersey
$1.98M 40,385 +40,385 New
SIG
65
Sargent Investment Group
Maryland
$1.92M 39,115 – –
CPWA
66
Cerro Pacific Wealth Advisors
California
$1.71M 34,865 -5,763 -14%
RFC
67
Regions Financial Corp
Alabama
$1.56M 31,869 +13,157 +70%
TC
68
TownSquare Capital
Utah
$1.49M 30,264 +30,264 New
KWM
69
Kingsview Wealth Management
Oregon
$1.46M 29,784 +29,784 New
SWA
70
Stratos Wealth Advisors
Ohio
$1.36M 27,629 +1,652 +6%
GC
71
Guggenheim Capital
Illinois
$1.21M 24,600 -397 -2%
EH
72
Equitable Holdings
New York
$1.17M 23,846 +23,846 New
SWP
73
Stratos Wealth Partners
Ohio
$1.09M 22,232 +10,261 +86%
PMG
74
ProVise Management Group
Florida
$1.07M 21,857 +21,857 New
DP
75
Denver PWM
Colorado
$1.07M 21,800 -13,083 -38%
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