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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
51
Sand Hill Global Advisors
California
$11.5M -$2.92M -58,845 -20%
BEI
52
Benjamin Edwards Inc
Missouri
$11.4M +$914K +18,405 +9%
BWS
53
Buck Wealth Strategies
Colorado
$11.2M +$3.86M +77,699 +52%
Mariner
54
Mariner
Kansas
$10.1M -$781K -15,723 -7%
OC
55
Oppenheimer & Co
New York
$9.58M +$4.33M +87,239 +82%
SWP
56
Stratos Wealth Partners
Ohio
$9.55M -$1.43M -28,739 -13%
SFGP
57
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.08M +$9.1M +183,173 New
IP
58
Ignite Planners
California
$8.95M -$863K -17,375 -9%
P
59
&Partners
Tennessee
$8.89M +$4.83M +97,328 +119%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$8.82M +$355K +7,156 +4%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$8.25M +$6.61M +133,046 +399%
WWA
62
WCG Wealth Advisors
Nevada
$8.24M +$1.8M +36,262 +28%
FFA
63
Founders Financial Alliance
North Carolina
$7.66M -$137K -2,762 -2%
GRP
64
Global Retirement Partners
California
$7.65M +$2.1M +42,212 +38%
GWM
65
Geneos Wealth Management
Colorado
$7.64M -$6.65M -133,961 -46%
CMA
66
Cedar Mountain Advisors
Oregon
$7.6M +$4.07K +82 +0.1%
ARG
67
Advisory Resource Group
Oklahoma
$7.48M +$2.41M +48,502 +47%
VPP
68
Vertex Planning Partners
Illinois
$7.45M +$7.47M +150,300 New
AWA
69
Arete Wealth Advisors
Illinois
$7.31M -$5.96M -120,013 -45%
EFG
70
Embree Financial Group
Illinois
$7.19M +$5.25M +105,647 +267%
IAA
71
Independent Advisor Alliance
North Carolina
$6.97M +$6.98M +140,628 New
JWCA
72
J.W. Cole Advisors
Florida
$6.89M +$949K +19,107 +16%
IWC
73
Integrated Wealth Concepts
Massachusetts
$6.85M +$444K +8,941 +7%
TC
74
TownSquare Capital
Utah
$6.8M -$676K -13,613 -9%
NG
75
Norden Group
Utah
$6.77M -$539K -10,846 -7%