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PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
76
Smallwood Wealth Investment Management
New Jersey
$4.8M -$142K -2,868 -3%
SA
77
Sanctuary Advisors
Indiana
$4.79M +$4.78M +96,384 New
OC
78
Oppenheimer & Co
New York
$4.69M +$1.25M +25,105 +36%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$4.57M -$17.9K -360 -0.4%
GRP
80
Global Retirement Partners
California
$4.54M +$836K +16,849 +23%
BCM
81
Brookstone Capital Management
Illinois
$4.47M +$518K +10,433 +13%
DWM
82
Diversify Wealth Management
Utah
$4.38M +$4.38M +88,354 New
Jane Street
83
Jane Street
New York
$4.32M +$3.01M +60,752 +233%
FTS
84
Fifth Third Securities
Ohio
$4.27M +$4.26M +85,902 New
RFC
85
Regions Financial Corp
Alabama
$4.2M +$344K +6,941 +9%
FTUS
86
Flow Traders U.S.
New York
$4.17M -$10.2M -205,754 -71%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$4.01M -$291K -5,865 -7%
Ameriprise
88
Ameriprise
Minnesota
$3.91M -$580K -11,690 -13%
CA
89
Clearstead Advisors
Ohio
$3.83M +$3.83M +77,111 New
PWA
90
PCG Wealth Advisors
Kansas
$3.63M -$117K -2,363 -3%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$3.6M +$34.4K +694 +1%
DC
92
Davenport & Co
Virginia
$3.58M +$164K +3,298 +5%
SAM
93
Secure Asset Management
Michigan
$3.42M +$438K +8,833 +15%
AWA
94
Acorn Wealth Advisors
Michigan
$3.41M +$900K +18,142 +36%
KAS
95
Kestra Advisory Services
Texas
$3.34M +$322K +6,486 +11%
KWM
96
Kingsview Wealth Management
Oregon
$3.32M +$2.05M +41,412 +163%
FA
97
Fountainhead AM
New Jersey
$3.24M -$1.33M -26,808 -29%
GWA
98
GGM Wealth Advisors
Maryland
$3.2M +$397 +8 +0%
Betterment LLC
99
Betterment LLC
New York
$3.18M +$2.52M +50,822 +389%
WWA
100
WCG Wealth Advisors
Nevada
$3.17M -$363K -7,315 -10%