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PGIM Ultra Short Bond ETF

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $3.2B → $3.5B (+$305M)

9% more funds holding

Funds holding: 186203 (+17)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

0.3% less ownership

Funds ownership: 75.07%74.77% (-0.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$5.34M -$15.6M -316,024 -75%
IFS
52
Ifrah Financial Services
Arkansas
$5.27M +$134K +2,721 +3%
MFG
53
Marmo Financial Group
Tennessee
$5.05M -$93.4K -1,897 -2%
FA
54
Fountainhead AM
New Jersey
$5.05M +$115K +2,326 +2%
IWP
55
IAG Wealth Partners
Wisconsin
$5.01M -$1.18M -23,945 -19%
FCA
56
FLC Capital Advisors
California
$4.72M -$405K -8,226 -8%
MWA
57
MFA Wealth Advisors
Pennsylvania
$4.5M +$166K +3,373 +4%
KCM
58
Kathmere Capital Management
Pennsylvania
$4.47M -$639K -12,965 -13%
TW
59
Transform Wealth
Colorado
$4.37M -$18.6M -378,304 -81%
EWM
60
Elmwood Wealth Management
California
$4.27M +$580K +11,765 +16%
Citadel Advisors
61
Citadel Advisors
Florida
$4.25M +$4.24M +86,065 New
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$4.2M -$833K -16,905 -17%
KFP
63
KB Financial Partners
New Jersey
$4.16M
SWIM
64
Smallwood Wealth Investment Management
New Jersey
$4M +$1.45M +29,406 +57%
CA
65
Cetera Advisors
Colorado
$3.7M -$5.73M -116,343 -61%
GWA
66
GGM Wealth Advisors
Maryland
$3.67M -$258K -5,238 -7%
AP
67
Americana Partners
Texas
$3.66M +$1.53M +31,018 +72%
FHA
68
Flagship Harbor Advisors
Massachusetts
$3.64M -$2.04M -41,329 -36%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$3.63M +$95.5K +1,938 +3%
EIG
70
Ellenbecker Investment Group
Wisconsin
$3.62M +$448K +9,103 +14%
ASN
71
Advisory Services Network
Georgia
$3.53M +$38.2K +776 +1%
ARG
72
Advisory Resource Group
Oklahoma
$3.5M +$416K +8,443 +14%
MFS
73
Madrona Financial Services
Washington
$3.25M -$268K -5,447 -8%
KAS
74
Kestra Advisory Services
Texas
$3.21M +$1.09M +22,226 +52%
SPC
75
Sigma Planning Corp
Michigan
$3.18M -$729K -14,808 -19%