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PGIM Ultra Short Bond ETF

351 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 188 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 87

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 337351 (+14)

0% less capital invested

Capital invested by funds: $8.07B → $8.07B (-$4.4M)

0.06% less ownership

Funds ownership: 73.69%73.63% (-0.06%)

Holders
351
Holders Change
+14
Holders Change %
+4.15%
% of All Funds
4.71%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.35%
New
50
Increased
188
Reduced
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$13.1M +$3.52M +70,797 +37%
CCWM
52
Correct Capital Wealth Management
Missouri
$13M -$3.92M -78,906 -23%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$12.6M +$7.94M +159,852 +170%
IWM
54
IHT Wealth Management
Illinois
$12.2M -$3.99M -80,421 -25%
Comerica Bank
55
Comerica Bank
Texas
$12.2M -$239K -4,822 -2%
1NWS
56
1 North Wealth Services
Maryland
$12.1M +$12M +242,536 New
BEI
57
Benjamin Edwards Inc
Missouri
$12M +$526K +10,595 +5%
MAM
58
Milestone Asset Management
Pennsylvania
$11.7M +$10.6M +213,896 +959%
OC
59
Oppenheimer & Co
New York
$11.7M +$2.05M +41,304 +21%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$5.52M +111,235 +93%
Mariner
61
Mariner
Kansas
$10.6M +$447K +9,006 +4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$10M +$6.15M +123,936 +160%
HighTower Advisors
63
HighTower Advisors
Illinois
$9.6M +$4.29M +86,317 +81%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$9.57M +$1.29M +26,040 +16%
SFGP
65
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$9.33M +$216K +4,350 +2%
AFS
66
AFG Fiduciary Services
Massachusetts
$9.23M +$5.52M +111,162 +147%
AFWM
67
AMJ Financial Wealth Management
Virginia
$9.12M +$9.11M +183,390 New
P
68
&Partners
Tennessee
$9.05M +$133K +2,684 +1%
DADC
69
D.A. Davidson & Co
Montana
$8.94M +$8.66M +174,360 +3,200%
EFG
70
Embree Financial Group
Illinois
$8.76M +$1.54M +31,040 +21%
PWA
71
Phoenix Wealth Advisors
North Carolina
$8.5M +$4.43M +89,244 +109%
FFA
72
Founders Financial Alliance
North Carolina
$8.42M +$737K +14,837 +10%
ARG
73
Advisory Resource Group
Oklahoma
$8.12M +$613K +12,342 +8%
VPP
74
Vertex Planning Partners
Illinois
$7.95M +$472K +9,495 +6%
BAM
75
Belpointe Asset Management
Nevada
$7.92M +$1.43M +28,765 +22%