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PGIM Ultra Short Bond ETF

235 hedge funds and large institutions have $4.18B invested in PGIM Ultra Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

19% more capital invested

Capital invested by funds: $3.5B → $4.18B (+$675M)

16% more funds holding

Funds holding: 203235 (+32)

1.36% more ownership

Funds ownership: 74.77%76.13% (+1.4%)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.73%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
58
Increased
92
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$6.59M +$230K +4,670 +4%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$6.56M -$132K -2,668 -2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$6.41M -$145K -2,938 -2%
FIM
54
Freedom Investment Management
Connecticut
$5.85M +$5.84M +118,273 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.85M +$3.73M +75,614 +178%
MML Investors Services
56
MML Investors Services
Massachusetts
$5.78M -$2.51M -50,921 -30%
FHA
57
Flagship Harbor Advisors
Massachusetts
$5.42M +$1.77M +35,866 +49%
IFS
58
Ifrah Financial Services
Arkansas
$5.39M +$115K +2,322 +2%
CA
59
Cetera Advisors
Colorado
$5.39M +$1.68M +34,097 +46%
FA
60
Fountainhead AM
New Jersey
$5.31M +$256K +5,179 +5%
SWIM
61
Smallwood Wealth Investment Management
New Jersey
$5.3M +$1.29M +26,132 +32%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$5.25M -$7.06M -143,017 -57%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$5.18M +$2.69M +54,596 +109%
MFG
64
Marmo Financial Group
Tennessee
$4.93M -$131K -2,648 -3%
AP
65
Americana Partners
Texas
$4.67M +$965K +19,553 +26%
FEM
66
Fulcrum Equity Management
Texas
$4.66M +$4.65M +94,207 New
IWP
67
IAG Wealth Partners
Wisconsin
$4.53M -$490K -9,923 -10%
MWA
68
MFA Wealth Advisors
Pennsylvania
$4.49M -$17.3K -350 -0.4%
FCA
69
FLC Capital Advisors
California
$4.49M -$246K -4,977 -5%
WWA
70
WCG Wealth Advisors
Nevada
$4.31M +$4.3M +87,132 New
LFP
71
Lakeshore Financial Planning
Michigan
$4.27M +$4.26M +86,268 New
IP
72
Ignite Planners
California
$4.18M +$4.19M +84,793 New
KFP
73
KB Financial Partners
New Jersey
$4.16M
KCM
74
Kathmere Capital Management
Pennsylvania
$4.04M -$435K -8,805 -10%
BWS
75
Buck Wealth Strategies
Colorado
$3.81M +$3.7M +74,888 +3,744%