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PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Founders Financial Alliance
North Carolina
$6.96M +$6.94M +140,121 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$6.64M +$6.62M +133,578 New
LFP
53
Lakeshore Financial Planning
Michigan
$6.49M +$996K +20,107 +18%
CCA
54
Catalyst Capital Advisors
New York
$6.07M -$496K -10,000 -8%
IFS
55
Ifrah Financial Services
Arkansas
$5.78M +$295K +5,948 +5%
PAG
56
Private Advisor Group
New Jersey
$5.77M -$5.37M -108,259 -48%
RA
57
RFG Advisory
Alabama
$5.77M +$5.34M +107,814 +1,310%
CA
58
Cetera Advisors
Colorado
$5.41M +$643K +12,966 +14%
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$4.95M +$298K +6,011 +6%
Mariner
60
Mariner
Kansas
$4.82M +$971K +19,599 +25%
MWA
61
MFA Wealth Advisors
Pennsylvania
$4.74M +$259K +5,235 +6%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$4.58M -$536K -10,806 -10%
FA
63
Fountainhead AM
New Jersey
$4.57M +$180K +3,638 +4%
Ameriprise
64
Ameriprise
Minnesota
$4.5M -$2M -40,439 -31%
ARG
65
Advisory Resource Group
Oklahoma
$4.33M +$379K +7,652 +10%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$4.32M +$2.4M +48,526 +126%
SSWM
67
Sheets Smith Wealth Management
North Carolina
$4.3M +$968K +19,541 +29%
AWS
68
Atria Wealth Solutions
New York
$4.16M -$447K -9,020 -10%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$4.07M -$2.51M -50,629 -38%
BCM
70
Brookstone Capital Management
Illinois
$3.96M +$2.25M +45,395 +132%
JWCA
71
J.W. Cole Advisors
Florida
$3.93M +$1.32M +26,655 +51%
RFC
72
Regions Financial Corp
Alabama
$3.86M +$730K +14,732 +23%
FCA
73
FLC Capital Advisors
California
$3.83M +$398K +8,024 +12%
AFWM
74
AMJ Financial Wealth Management
Virginia
$3.75M +$3.53M +71,279 +1,674%
PWA
75
PCG Wealth Advisors
Kansas
$3.75M +$792K +15,980 +27%