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PGIM Ultra Short Bond ETF

121 hedge funds and large institutions have $2.2B invested in PGIM Ultra Short Bond ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

23% more funds holding

Funds holding: 98121 (+23)

18% more capital invested

Capital invested by funds: $1.86B → $2.2B (+$338M)

3.73% more ownership

Funds ownership: 72.8%76.53% (+3.7%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
+23
Holders Change %
+23.47%
% of All Funds
2.04%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.27%
New
28
Increased
41
Reduced
43
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$661K -$934K -19,017 -59%
FCFC
77
First Citizens Financial Corp
Iowa
$627K -$475K -9,664 -43%
GRP
78
Global Retirement Partners
California
$623K +$106K +2,157 +20%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$607K +$468K +9,522 +333%
SWP
80
Stratos Wealth Partners
Ohio
$587K -$30.9K -630 -5%
ACA
81
Aptus Capital Advisors
Alabama
$561K -$649K -13,217 -54%
ASN
82
Advisory Services Network
Georgia
$551K +$1.13K +23 +0.2%
HI
83
Harbour Investments
Wisconsin
$544K +$544K +11,079 New
OBWG
84
Onyx Bridge Wealth Group
New York
$532K -$68K -1,385 -11%
FA
85
Flagstar Advisors
New York
$495K +$1.52K +31 +0.3%
FWM
86
Focused Wealth Management
New York
$490K
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$483K +$483K +9,839 New
IWC
88
Integrated Wealth Concepts
Massachusetts
$480K +$481K +9,788 New
SAM
89
Secure Asset Management
Michigan
$446K +$83.3K +1,696 +23%
Goldman Sachs
90
Goldman Sachs
New York
$435K +$435K +8,855 New
RA
91
Riverstone Advisors
Texas
$396K
PAG
92
Private Advisor Group
New Jersey
$391K +$38.2K +777 +11%
AWA
93
Amplius Wealth Advisors
Pennsylvania
$352K -$4.14M -84,190 -92%
RCG
94
Regatta Capital Group
California
$350K +$351K +7,143 New
ETIA
95
Epic Trust Investment Advisors
Washington
$315K -$28.5K -580 -8%
TIA
96
Trust Investment Advisors
Indiana
$285K -$123K -2,500 -30%
AWS
97
Atria Wealth Solutions
New York
$237K +$237K +4,823 New
RIA
98
Realta Investment Advisors
Delaware
$235K +$236K +4,796 New
VWA
99
V Wealth Advisors
Kansas
$219K -$48.7K -992 -18%
DADC
100
D.A. Davidson & Co
Montana
$203K +$203K +4,135 New