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PGIM Ultra Short Bond ETF

235 hedge funds and large institutions have $4.18B invested in PGIM Ultra Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

19% more capital invested

Capital invested by funds: $3.5B → $4.18B (+$675M)

16% more funds holding

Funds holding: 203235 (+32)

1.36% more ownership

Funds ownership: 74.77%76.13% (+1.4%)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.73%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
58
Increased
92
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$3.74M +$1.16M +23,530 +45%
ARG
77
Advisory Resource Group
Oklahoma
$3.72M +$214K +4,329 +6%
GWA
78
GGM Wealth Advisors
Maryland
$3.5M -$189K -3,833 -5%
RFC
79
Regions Financial Corp
Alabama
$3.41M +$587K +11,897 +21%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$3.38M -$251K -5,087 -7%
DC
81
Davenport & Co
Virginia
$3.06M +$245K +4,971 +9%
AIA
82
Armor Investment Advisors
North Carolina
$3.04M +$1.05M +21,300 +53%
NWA
83
Navis Wealth Advisors
New York
$3.03M +$1.08M +21,910 +56%
DWM
84
Drive Wealth Management
Utah
$3M +$2.29M +46,306 +325%
ASN
85
Advisory Services Network
Georgia
$2.98M -$556K -11,260 -16%
SAM
86
Secure Asset Management
Michigan
$2.9M -$29.2K -591 -1%
SA
87
SAM Advisors
California
$2.81M -$270K -5,471 -9%
PWA
88
PCG Wealth Advisors
Kansas
$2.81M +$385K +7,802 +16%
SB
89
Strategic Blueprint
Georgia
$2.74M +$2.46M +49,773 +889%
GIA
90
Gladstone Institutional Advisory
Florida
$2.72M +$25.8K +523 +1%
EWM
91
Elmwood Wealth Management
California
$2.66M -$1.62M -32,758 -38%
SPC
92
Sigma Planning Corp
Michigan
$2.63M -$562K -11,387 -18%
GRP
93
Global Retirement Partners
California
$2.61M +$116K +2,353 +5%
EIG
94
Ellenbecker Investment Group
Wisconsin
$2.6M -$1.02M -20,696 -28%
TFG
95
Team Financial Group
California
$2.58M +$2.57M +52,095 New
VAG
96
VisionPoint Advisory Group
Texas
$2.56M +$2.55M +51,707 +215,446%
KAS
97
Kestra Advisory Services
Texas
$2.53M -$681K -13,804 -21%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.42M +$523K +10,594 +28%
NFG
99
Nations Financial Group
Iowa
$2.41M +$74K +1,499 +3%
Truist Financial
100
Truist Financial
North Carolina
$2.21M -$495K -10,033 -18%