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PGIM Ultra Short Bond ETF

442 hedge funds and large institutions have $10.1B invested in PGIM Ultra Short Bond ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

82% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 119

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

8% more capital invested

Capital invested by funds: $9.4B → $10.1B (+$741M)

7% more funds holding

Funds holding: 413442 (+29)

0.8% less ownership

Funds ownership: 70.68%69.88% (-0.8%)

Holders
442
Holders Change
+29
Holders Change %
+7.02%
% of All Funds
5.44%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.59%
New
65
Increased
216
Reduced
119
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
101
Correct Capital Wealth Management
Missouri
$9.3M -$1.51M -30,320 -14%
TCM
102
TD Capital Management
Tennessee
$9.23M +$1.05M +21,152 +13%
GA
103
Goldstein Advisors
Wisconsin
$9.12M +$2.77M +55,725 +43%
CFP
104
Curran Financial Partners
South Carolina
$8.92M -$2.09M -42,014 -19%
FFA
105
Farther Finance Advisors
California
$8.88M -$357K -7,192 -4%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$8.8M -$1.2M -24,151 -12%
TCM
107
TABR Capital Management
California
$8.68M +$2.76M +55,519 +46%
SWM
108
Seed Wealth Management
Illinois
$8.41M +$3.47M +69,845 +70%
IAA
109
Independent Advisor Alliance
North Carolina
$8.25M +$7.88M +158,736 +2,000%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$8.09M -$1.65M -33,137 -17%
Truist Financial
111
Truist Financial
North Carolina
$8.08M -$739K -14,886 -8%
CFIM
112
Client First Investment Management
Wisconsin
$8.01M +$8.04M +161,880 New
GWP
113
Gateway Wealth Partners
Wisconsin
$7.97M +$5.21M +104,954 +187%
LHC
114
Little House Capital
Massachusetts
$7.92M +$1.74M +35,118 +28%
CC
115
Clearwave Capital
California
$7.72M +$886K +17,836 +13%
VIP
116
Vista Investment Partners
Oklahoma
$7.7M +$7.73M +155,635 New
FHA
117
Flagship Harbor Advisors
Massachusetts
$7.49M +$1.23M +24,763 +20%
IWB
118
Innovative Wealth Building
Maryland
$7.43M +$281K +5,650 +4%
PWM
119
Perigon Wealth Management
California
$7.37M +$2.98M +60,043 +68%
CMA
120
Cedar Mountain Advisors
Oregon
$7.35M +$125K +2,511 +2%
CRI
121
Commonwealth Retirement Investments
Virginia
$7.33M +$2.96M +59,561 +67%
BWP
122
BlueStem Wealth Partners
Minnesota
$7.29M +$699K +14,078 +11%
SA
123
Sanctuary Advisors
Indiana
$6.76M -$855K -17,207 -11%
LCM
124
Leisure Capital Management
California
$6.73M +$159K +3,196 +2%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$6.69M +$1.91M +38,469 +40%