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PGIM Ultra Short Bond ETF

87 hedge funds and large institutions have $1.23B invested in PGIM Ultra Short Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

19% more funds holding

Funds holding: 7387 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $1.2B → $1.23B (+$30.5M)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.7% less ownership

Funds ownership: 62.51%61.81% (-0.7%)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
24
Increased
29
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
76
AMJ Financial Wealth Management
Virginia
$272K +$272K +5,491 New
VWA
77
V Wealth Advisors
Kansas
$271K -$6.45K -130 -2%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K +$269K +5,433 New
ARC
79
Advisor Resource Council
Texas
$261K +$262K +5,276 New
SAM
80
Secure Asset Management
Michigan
$246K +$247K +4,976 New
EM
81
Excalibur Management
Massachusetts
$235K
DWP
82
Destiny Wealth Partners
Florida
$218K -$18.4M -370,407 -99%
SWM
83
Spire Wealth Management
Virginia
$198K
SWM
84
Sugarloaf Wealth Management
Georgia
$109K +$60K +1,211 +121%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$81K +$99 +2 +0.1%
APA
86
American Portfolios Advisors
New York
$76.3K -$56.8K -1,145 -43%
LB
87
Legacy Bridge
Iowa
$45K
MA
88
MCF Advisors
Kentucky
-$66.4M -1,336,846 Closed
AA
89
Advisory Alpha
Michigan
-$2.1M -42,351 Closed
HFS
90
Horizon Financial Services
North Carolina
-$497K -10,009 Closed
CG
91
Caprock Group
Idaho
-$437K -8,799 Closed
SC
92
Sepio Capital
Utah
-$406K -8,171 Closed
HighTower Advisors
93
HighTower Advisors
Illinois
-$259K -5,223 Closed
RA
94
RFG Advisory
Alabama
-$249K -5,009 Closed
PCM
95
Penserra Capital Management
California
-$234K -4,714 Closed
GRP
96
Global Retirement Partners
California
-$192K -3,862 Closed
SIAP
97
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$20K -395 Closed

PULS Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q4 2021, worth a combined $1.23B — up 2.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PULS positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was MCF Advisors, exiting entirely with an estimated $66.4M sold.

  • 87 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $1.23B of PGIM Ultra Short Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 24 funds opened new PGIM Ultra Short Bond ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $34.6M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q4 2021 was MCF Advisors, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2021.