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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Crumly & Associates
Illinois
$3.08M +$3.08M +62,337 New
GIA
77
Gladstone Institutional Advisory
Florida
$3.07M +$354K +7,156 +13%
Jane Street
78
Jane Street
New York
$3.06M +$2.11M +42,805 +224%
ASN
79
Advisory Services Network
Georgia
$3.02M +$47.8K +967 +2%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$3.01M -$25.2M -509,519 -89%
PWA
81
PCG Wealth Advisors
Kansas
$2.94M +$136K +2,762 +5%
BWA
82
Beam Wealth Advisors
Louisiana
$2.94M +$2.94M +59,486 New
SAM
83
Secure Asset Management
Michigan
$2.86M -$38.6K -782 -1%
DWM
84
Drive Wealth Management
Utah
$2.73M -$272K -5,499 -9%
OC
85
Oppenheimer & Co
New York
$2.69M +$585K +11,838 +28%
NWA
86
Navis Wealth Advisors
New York
$2.66M -$364K -7,368 -12%
TFG
87
Team Financial Group
California
$2.65M +$77.8K +1,575 +3%
JWCA
88
J.W. Cole Advisors
Florida
$2.58M +$763K +15,453 +42%
GRP
89
Global Retirement Partners
California
$2.52M -$99.7K -2,019 -4%
NG
90
Norden Group
Utah
$2.52M -$7.97M -161,371 -76%
SI
91
Saxon Interests
Texas
$2.51M +$2.51M +50,872 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.5M +$92.2K +1,867 +4%
EIG
93
Ellenbecker Investment Group
Wisconsin
$2.48M -$112K -2,273 -4%
SA
94
SAM Advisors
California
$2.43M -$370K -7,492 -13%
KAS
95
Kestra Advisory Services
Texas
$2.39M -$137K -2,773 -5%
DI
96
DFPG Investments
Utah
$2.35M +$177K +3,582 +8%
OIA
97
OneDigital Investment Advisors
Kansas
$2.3M -$4.28M -86,571 -65%
FAIM
98
Financial Advocates Investment Management
Washington
$2.22M +$673K +13,621 +44%
KFS
99
Kelly Financial Services
Massachusetts
$2.19M +$988K +20,002 +82%
AWA
100
Acorn Wealth Advisors
Michigan
$2.14M +$517K +10,464 +32%