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PGIM Ultra Short Bond ETF

186 hedge funds and large institutions have $3.2B invested in PGIM Ultra Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $2.88B → $3.2B (+$317M)

4% more funds holding

Funds holding: 178186 (+8)

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

0.32% more ownership

Funds ownership: 74.76%75.07% (+0.32%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
33
Increased
72
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
76
Navis Wealth Advisors
New York
$2.52M +$176K +3,570 +8%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$70.7K +1,435 +3%
SI
78
Saxon Interests
Texas
$2.44M -$561K -11,388 -19%
GRP
79
Global Retirement Partners
California
$2.41M +$1.09M +22,080 +82%
PWA
80
PCG Wealth Advisors
Kansas
$2.41M +$1.27M +25,746 +112%
GIA
81
Gladstone Institutional Advisory
Florida
$2.31M +$987K +20,035 +75%
OC
82
Oppenheimer & Co
New York
$2.27M -$130K -2,645 -5%
PAG
83
Private Advisor Group
New Jersey
$2.15M +$103K +2,096 +5%
AP
84
Americana Partners
Texas
$2.12M +$869K +17,646 +70%
BCM
85
Brookstone Capital Management
Illinois
$2.12M +$65.2K +1,323 +3%
KAS
86
Kestra Advisory Services
Texas
$2.11M -$1.03M -20,850 -33%
JWCA
87
J.W. Cole Advisors
Florida
$2.1M -$235K -4,765 -10%
OMC
88
Old Mission Capital
Illinois
$2M -$2.92M -59,305 -59%
AIA
89
Armor Investment Advisors
North Carolina
$1.98M +$752K +15,252 +61%
PF
90
Parker Financial
Washington
$1.97M -$930K -18,868 -32%
NFG
91
Nations Financial Group
Iowa
$1.93M +$805K +16,340 +72%
SIG
92
Sargent Investment Group
Maryland
$1.92M
BAM
93
BOS Asset Management
Illinois
$1.9M -$1.28M -25,968 -40%
SI
94
Stephens Inc
Arkansas
$1.86M -$1.14M -23,036 -38%
IA
95
IFP Advisors
Florida
$1.84M -$106K -2,151 -6%
SL
96
Systelligence LLC
Minnesota
$1.82M -$115K -2,325 -6%
PMG
97
ProVise Management Group
Florida
$1.56M -$839K -17,027 -35%
GWM
98
Geneos Wealth Management
Colorado
$1.51M +$1.33M +27,074 +771%
FAIM
99
Financial Advocates Investment Management
Washington
$1.35M -$41.2K -837 -3%
GC
100
Guggenheim Capital
Illinois
$1.19M -$9.95K -202 -0.8%