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PGIM Ultra Short Bond ETF

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121147 (+26)

1.97% less ownership

Funds ownership: 76.53%74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Secure Asset Management
Michigan
$509K +$62.9K +1,283 +14%
FA
102
Flagstar Advisors
New York
$499K +$3.19K +65 +0.6%
WFAG
103
Wescott Financial Advisory Group
Pennsylvania
$497K -$2.16M -44,120 -81%
FWM
104
Focused Wealth Management
New York
$490K
GRP
105
Global Retirement Partners
California
$467K -$156K -3,188 -25%
IWC
106
Integrated Wealth Concepts
Massachusetts
$454K -$26.2K -535 -5%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$430K +$429K +8,751 New
SS
108
Simplicity Solutions
Minnesota
$429K +$429K +8,748 New
AIA
109
Armor Investment Advisors
North Carolina
$409K +$409K +8,339 New
EFS
110
Essex Financial Services
Connecticut
$401K +$400K +8,162 New
RA
111
Riverstone Advisors
Texas
$396K
OBWG
112
Onyx Bridge Wealth Group
New York
$379K -$153K -3,122 -29%
RIA
113
Realta Investment Advisors
Delaware
$365K +$129K +2,638 +55%
EIG
114
Ellenbecker Investment Group
Wisconsin
$361K +$361K +7,368 New
IWM
115
IHT Wealth Management
Illinois
$353K +$352K +7,184 New
RCG
116
Regatta Capital Group
California
$350K
AWA
117
Amplius Wealth Advisors
Pennsylvania
$333K -$20.1K -409 -6%
OMC
118
Old Mission Capital
Illinois
$288K -$1.18M -24,114 -80%
CFO
119
Collective Family Office
Pennsylvania
$265K -$4.05M -82,663 -94%
TIA
120
Trust Investment Advisors
Indiana
$260K -$24.5K -500 -9%
ETIA
121
Epic Trust Investment Advisors
Washington
$254K -$61.3K -1,250 -19%
AWA
122
Acorn Wealth Advisors
Michigan
$253K +$253K +5,149 New
NFG
123
Nations Financial Group
Iowa
$253K +$253K +5,161 New
BF
124
BOK Financial
Oklahoma
$250K +$250K +5,101 New
CA
125
Crumly & Associates
Illinois
$245K +$245K +5,000 New

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.