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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$6.47M +$6.47M +130,899 New
LFP
52
Lakeshore Financial Planning
Michigan
$5.46M +$1.2M +24,220 +28%
IFS
53
Ifrah Financial Services
Arkansas
$5.45M +$63.8K +1,291 +1%
IP
54
Ignite Planners
California
$5.16M +$968K +19,592 +23%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$5.09M -$152K -3,079 -3%
MFG
56
Marmo Financial Group
Tennessee
$4.9M -$22.4K -454 -0.5%
WWA
57
WCG Wealth Advisors
Nevada
$4.88M +$573K +11,591 +13%
CA
58
Cetera Advisors
Colorado
$4.73M -$647K -13,094 -12%
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$4.62M -$672K -13,595 -13%
AWS
60
Atria Wealth Solutions
New York
$4.59M -$9.33M -188,838 -67%
MWA
61
MFA Wealth Advisors
Pennsylvania
$4.45M -$27.3K -553 -0.6%
FA
62
Fountainhead AM
New Jersey
$4.36M -$939K -19,010 -18%
MML Investors Services
63
MML Investors Services
Massachusetts
$4.17M -$1.6M -32,404 -28%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$4.09M +$4.06M +82,231 +16,782%
ARG
65
Advisory Resource Group
Oklahoma
$3.92M +$212K +4,296 +6%
AP
66
Americana Partners
Texas
$3.91M -$998K -20,210 -22%
TW
67
Transform Wealth
Colorado
$3.82M -$19M -384,073 -83%
Mariner
68
Mariner
Kansas
$3.82M -$4.1M -82,991 -52%
FCA
69
FLC Capital Advisors
California
$3.41M -$1.07M -21,615 -24%
IA
70
IFP Advisors
Florida
$3.41M -$330K -6,683 -9%
GWA
71
GGM Wealth Advisors
Maryland
$3.33M -$183K -3,697 -5%
SSWM
72
Sheets Smith Wealth Management
North Carolina
$3.31M -$65.7K -1,330 -2%
DC
73
Davenport & Co
Virginia
$3.26M +$199K +4,035 +7%
AIA
74
Armor Investment Advisors
North Carolina
$3.11M +$71.7K +1,451 +2%
RFC
75
Regions Financial Corp
Alabama
$3.11M -$299K -6,046 -9%