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PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$3.71M +$1.17M +23,650 +46%
LCM
77
Leisure Capital Management
California
$3.67M +$3.66M +73,857 New
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$3.56M +$3.55M +71,669 New
WWA
79
WCG Wealth Advisors
Nevada
$3.54M -$1.37M -27,559 -28%
Truist Financial
80
Truist Financial
North Carolina
$3.49M +$2.02M +40,846 +139%
OC
81
Oppenheimer & Co
New York
$3.44M +$730K +14,720 +27%
DC
82
Davenport & Co
Virginia
$3.42M +$141K +2,849 +4%
CA
83
Crumly & Associates
Illinois
$3.32M +$223K +4,506 +7%
AP
84
Americana Partners
Texas
$3.29M -$357K -7,210 -10%
GIA
85
Gladstone Institutional Advisory
Florida
$3.28M +$194K +3,924 +6%
GWA
86
GGM Wealth Advisors
Maryland
$3.19M -$135K -2,717 -4%
AIA
87
Armor Investment Advisors
North Carolina
$3.18M +$48.2K +973 +2%
ASN
88
Advisory Services Network
Georgia
$3.06M +$23.8K +481 +0.8%
KAS
89
Kestra Advisory Services
Texas
$3.02M +$616K +12,424 +26%
DAS
90
Diversify Advisory Services
Utah
$2.99M +$3M +60,489 New
SAM
91
Secure Asset Management
Michigan
$2.99M +$108K +2,177 +4%
BAM
92
Belpointe Asset Management
Nevada
$2.97M +$2.38M +48,026 +410%
NWA
93
Navis Wealth Advisors
New York
$2.91M +$229K +4,625 +9%
MFG
94
Marmo Financial Group
Tennessee
$2.86M -$2.07M -41,715 -42%
UWS
95
Unique Wealth Strategies
Illinois
$2.81M +$2.8M +56,496 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$2.67M -$31.9M -644,403 -92%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$2.53M +$1.81M +36,559 +254%
TAM
98
Titleist Asset Management
Texas
$2.52M +$381K +7,694 +18%
AWA
99
Acorn Wealth Advisors
Michigan
$2.51M +$349K +7,043 +16%
SI
100
Saxon Interests
Texas
$2.46M -$70.6K -1,424 -3%