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PGIM Ultra Short Bond ETF

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $3.2B → $3.5B (+$305M)

9% more funds holding

Funds holding: 186203 (+17)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

0.3% less ownership

Funds ownership: 75.07%74.77% (-0.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
SAM Advisors
California
$3.07M -$966K -19,616 -24%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$3.03M -$801K -16,264 -21%
SAM
78
Secure Asset Management
Michigan
$2.93M +$2.04M +41,376 +231%
RFC
79
Regions Financial Corp
Alabama
$2.82M +$45.1K +916 +2%
DC
80
Davenport & Co
Virginia
$2.81M +$209K +4,246 +8%
Truist Financial
81
Truist Financial
North Carolina
$2.7M -$3.16M -64,101 -54%
GIA
82
Gladstone Institutional Advisory
Florida
$2.69M +$374K +7,585 +16%
IA
83
IFP Advisors
Florida
$2.59M +$755K +15,323 +42%
GRP
84
Global Retirement Partners
California
$2.5M +$80.4K +1,632 +3%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$2.48M +$2.31M +46,866 +1,420%
PWA
86
PCG Wealth Advisors
Kansas
$2.42M +$7.29K +148 +0.3%
OC
87
Oppenheimer & Co
New York
$2.38M +$109K +2,213 +5%
NFG
88
Nations Financial Group
Iowa
$2.34M +$403K +8,187 +21%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$2.1M -$369K -7,481 -15%
BCM
90
Brookstone Capital Management
Illinois
$2.09M -$25.1K -509 -1%
AAS
91
Ameritas Advisory Services
Nebraska
$2.09M +$2.08M +42,229 +33,251%
TAM
92
Titleist Asset Management
Texas
$2.02M +$2.01M +40,903 New
AIA
93
Armor Investment Advisors
North Carolina
$1.98M +$197 +4 +0%
IWP
94
Insight Wealth Partners
Texas
$1.96M +$1.95M +39,680 New
NWA
95
Navis Wealth Advisors
New York
$1.94M -$582K -11,808 -23%
SIG
96
Sargent Investment Group
Maryland
$1.93M
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.89M +$1.88M +38,251 New
JWCA
98
J.W. Cole Advisors
Florida
$1.81M -$286K -5,813 -14%
CFA
99
Camarda Financial Advisors
Florida
$1.79M +$1.78M +36,171 New
BAM
100
BOS Asset Management
Illinois
$1.76M -$150K -3,051 -8%