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PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$8.87M +$1.66M +33,408 +23%
BWS
52
Buck Wealth Strategies
Colorado
$8.86M -$14.2M -286,629 -62%
HOWA
53
Heritage Oak Wealth Advisors
Florida
$8.35M +$8.33M +168,006 New
Mariner
54
Mariner
Kansas
$7.98M +$3.15M +63,551 +66%
OMC
55
Old Mission Capital
Illinois
$7.9M +$7.88M +158,936 New
MML Investors Services
56
MML Investors Services
Massachusetts
$7.24M -$82.5K -1,664 -1%
FFA
57
Founders Financial Alliance
North Carolina
$7.19M +$224K +4,514 +3%
BAM
58
Belpointe Asset Management
Nevada
$7.06M +$4.09M +82,368 +138%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$6.96M +$6.52M +131,512 +1,552%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$6.72M -$1.8M -36,215 -21%
AAS
61
Avantax Advisory Services
Texas
$6.62M +$4.93M +99,325 +294%
AI
62
Atria Investments
North Carolina
$6.11M +$6.09M +122,846 New
CCA
63
Catalyst Capital Advisors
New York
$6.07M
SPC
64
Sigma Planning Corp
Michigan
$6.06M +$3.73M +75,199 +161%
PAG
65
Private Advisor Group
New Jersey
$5.9M +$128K +2,571 +2%
IFS
66
Ifrah Financial Services
Arkansas
$5.86M +$86.7K +1,748 +2%
IWC
67
Integrated Wealth Concepts
Massachusetts
$5.79M +$3.55M +71,661 +160%
FHA
68
Flagship Harbor Advisors
Massachusetts
$5.72M +$3.04M +61,380 +114%
FIM
69
Freedom Investment Management
Connecticut
$5.61M +$5.6M +112,865 New
RA
70
RFG Advisory
Alabama
$5.53M -$233K -4,706 -4%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$5.43M +$4.98M +100,417 +1,125%
JWCA
72
J.W. Cole Advisors
Florida
$4.95M +$1.02M +20,648 +26%
GWM
73
Geneos Wealth Management
Colorado
$4.91M -$6.39M -128,890 -57%
MWA
74
MFA Wealth Advisors
Pennsylvania
$4.85M +$107K +2,147 +2%
ARG
75
Advisory Resource Group
Oklahoma
$4.81M +$481K +9,706 +11%