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PGIM Ultra Short Bond ETF

412 hedge funds and large institutions have $9.39B invested in PGIM Ultra Short Bond ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 198 increasing their positions, 124 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 24

60% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 124

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

6% more funds holding

Funds holding: 390412 (+22)

5% more capital invested

Capital invested by funds: $8.93B → $9.39B (+$458M)

0.39% less ownership

Funds ownership: 71.05%70.66% (-0.39%)

Holders
412
Holders Change
+22
Holders Change %
+5.64%
% of All Funds
5.01%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.51%
New
55
Increased
198
Reduced
124
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
51
Symphony Financial
Texas
$16.4M +$198K +3,975 +1%
DCM
52
Disciplina Capital Management
Tennessee
$16M +$3.99M +80,238 +33%
MWML
53
M Wealth Management LLC
California
$15.8M -$496K -9,975 -3%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$15.8M +$3.32M +66,780 +27%
SWP
55
Stratos Wealth Partners
Ohio
$15.4M +$709K +14,266 +5%
FPW
56
Fairvoy Private Wealth
Alabama
$15.1M +$294K +5,910 +2%
SHGA
57
Sand Hill Global Advisors
California
$14.8M +$636K +12,797 +4%
MGIA
58
Moneta Group Investment Advisors
Missouri
$14.8M +$13.7M +276,287 +1,269%
LS
59
Leelyn Smith
Illinois
$14.6M +$14.6M +294,086 New
IWM
60
IHT Wealth Management
Illinois
$14.3M +$10.3M +206,395 +254%
DWP
61
Daymark Wealth Partners
Ohio
$13.9M +$6.53M +131,386 +89%
NW
62
NewEdge Wealth
Pennsylvania
$13.6M -$8.9M -178,968 -39%
GSWA
63
Good Steward Wealth Advisors
Tennessee
$13.5M +$836K +16,817 +7%
HighTower Advisors
64
HighTower Advisors
Illinois
$13.3M +$1.52M +30,535 +13%
UCFA
65
United Capital Financial Advisors
Texas
$13.3M +$13.3M +267,374 New
Comerica Bank
66
Comerica Bank
Texas
$13.2M -$1.17M -23,566 -8%
EH
67
Equitable Holdings
New York
$12.9M +$559K +11,250 +5%
1NWS
68
1 North Wealth Services
Maryland
$12.9M +$534K +10,747 +4%
OC
69
Oppenheimer & Co
New York
$12.5M +$182K +3,670 +1%
IA
70
Integrity Alliance
Iowa
$12.2M +$12.3M +246,684 New
IC
71
Inscription Capital
Texas
$12.2M -$5.88M -118,226 -33%
AFS
72
AFG Fiduciary Services
Massachusetts
$12M +$914K +18,388 +8%
CWMK
73
Caliber Wealth Management (Kansas)
Kansas
$11.6M +$2.31M +46,533 +25%
LOIP
74
Live Oak Investment Partners
Texas
$11.4M -$5.12M -102,896 -31%
FC
75
Financial Consulate
Maryland
$11.4M -$1.03M -20,708 -8%