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PGIM Ultra Short Bond ETF

186 hedge funds and large institutions have $3.2B invested in PGIM Ultra Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $2.88B → $3.2B (+$317M)

4% more funds holding

Funds holding: 178186 (+8)

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

0.32% more ownership

Funds ownership: 74.76%75.07% (+0.32%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
33
Increased
72
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$5.1M -$87.8K -1,781 -2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$5.03M +$3.34M +67,688 +197%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$4.99M +$486K +9,873 +11%
AWS
54
Atria Wealth Solutions
New York
$4.94M -$722K -14,660 -13%
FA
55
Fountainhead AM
New Jersey
$4.92M +$1.63M +33,041 +50%
CAN
56
Cetera Advisor Networks
California
$4.4M +$1.58M +32,040 +56%
MWA
57
MFA Wealth Advisors
Pennsylvania
$4.32M +$151K +3,061 +4%
EH
58
Equitable Holdings
New York
$4.32M +$927K +18,816 +27%
KFP
59
KB Financial Partners
New Jersey
$4.15M
SA
60
SAM Advisors
California
$4.03M -$559K -11,343 -12%
GWA
61
GGM Wealth Advisors
Maryland
$3.93M +$263K +5,330 +7%
SPC
62
Sigma Planning Corp
Michigan
$3.91M +$841K +17,078 +27%
MSFS
63
Main Street Financial Solutions
Pennsylvania
$3.83M -$185K -3,755 -5%
EWM
64
Elmwood Wealth Management
California
$3.68M +$315K +6,398 +9%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$3.52M +$1.15M +23,271 +48%
MFS
66
Madrona Financial Services
Washington
$3.51M -$190K -3,859 -5%
ASN
67
Advisory Services Network
Georgia
$3.48M -$25K -508 -0.7%
Jane Street
68
Jane Street
New York
$3.18M +$1.36M +27,691 +75%
EIG
69
Ellenbecker Investment Group
Wisconsin
$3.16M +$1.36M +27,592 +75%
ARG
70
Advisory Resource Group
Oklahoma
$3.07M +$353K +7,157 +13%
VWA
71
V Wealth Advisors
Kansas
$3.05M +$1.73M +35,210 +132%
KA
72
Kovack Advisors
Florida
$2.77M +$2.77M +56,278 New
RFC
73
Regions Financial Corp
Alabama
$2.77M +$1.03M +20,929 +59%
DC
74
Davenport & Co
Virginia
$2.6M +$58.5K +1,187 +2%
SWIM
75
Smallwood Wealth Investment Management
New Jersey
$2.54M +$971K +19,711 +62%