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PGIM Ultra Short Bond ETF

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121147 (+26)

1.97% less ownership

Funds ownership: 76.53%74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
76
Denver PWM
Colorado
$1.07M -$642K -13,083 -38%
NL
77
NWAM LLC
Washington
$1.06M -$329K -6,716 -24%
GIA
78
Gladstone Institutional Advisory
Florida
$1.04M +$144K +2,933 +16%
HFM
79
Hartford Financial Management
Connecticut
$1.03M
PCA
80
Pallas Capital Advisors
Massachusetts
$1.01M -$358K -7,304 -26%
KAS
81
Kestra Advisory Services
Texas
$990K -$132K -2,689 -12%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$959K +$958K +19,536 New
SFS
83
Sowell Financial Services
Arkansas
$957K -$11.8K -240 -1%
CCM
84
Condor Capital Management
New Jersey
$928K -$92.7K -1,890 -9%
MFG
85
Merit Financial Group
Georgia
$919K -$49.1K -1,000 -5%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$869K -$210K -4,286 -19%
FAG
87
Financial Advisory Group
Texas
$851K -$14.8M -301,975 -95%
CAN
88
Cetera Advisor Networks
California
$819K +$105K +2,137 +15%
OWM
89
Orgel Wealth Management
Wisconsin
$802K -$118M -2,398,561 -99%
FEM
90
Fulcrum Equity Management
Texas
$768K +$767K +15,646 New
Wealthfront Advisers
91
Wealthfront Advisers
California
$695K -$504K -10,277 -42%
ACA
92
Aptus Capital Advisors
Alabama
$617K +$56K +1,142 +10%
PWA
93
PCG Wealth Advisors
Kansas
$609K +$607K +12,380 New
FCFC
94
First Citizens Financial Corp
Iowa
$608K -$19.2K -391 -3%
ASN
95
Advisory Services Network
Georgia
$566K +$15.1K +307 +3%
PAG
96
Private Advisor Group
New Jersey
$566K +$175K +3,563 +45%
EWA
97
EverSource Wealth Advisors
Alabama
$561K -$99.6K -2,030 -15%
HI
98
Harbour Investments
Wisconsin
$544K
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$539K +$56.1K +1,144 +12%
MIAN
100
Mariner Independent Advisor Network
Kansas
$519K +$519K +10,571 New

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.