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PGIM Ultra Short Bond ETF

186 hedge funds and large institutions have $3.2B invested in PGIM Ultra Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $2.88B → $3.2B (+$317M)

4% more funds holding

Funds holding: 178186 (+8)

9% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 66

0.32% more ownership

Funds ownership: 74.76%75.07% (+0.32%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.25%
New
33
Increased
72
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MidWestOne Financial Group
Iowa
$1.16M -$93.4K -1,895 -7%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$1.16M +$268K +5,431 +30%
SS
103
Simplicity Solutions
Minnesota
$1.12M +$1.12M +22,775 New
CWM
104
Cornerstone Wealth Management
Missouri
$1.08M +$1.08M +21,998 New
RIA
105
Regal Investment Advisors
Michigan
$1.07M +$1.07M +21,750 New
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M -$566K -11,478 -35%
CCM
107
Condor Capital Management
New Jersey
$1.05M +$179K +3,623 +21%
RIA
108
Realta Investment Advisors
Delaware
$1.04M -$69.1K -1,403 -6%
HFM
109
Hartford Financial Management
Connecticut
$1.04M
Wealthfront Advisers
110
Wealthfront Advisers
California
$950K -$224K -4,539 -19%
AFWM
111
AMJ Financial Wealth Management
Virginia
$929K -$15.9M -322,265 -94%
MFG
112
Merit Financial Group
Georgia
$923K
GLA
113
Good Life Advisors
Pennsylvania
$901K +$669K +13,575 +289%
SAM
114
Secure Asset Management
Michigan
$882K -$78.7K -1,597 -8%
PCA
115
Pallas Capital Advisors
Massachusetts
$837K -$175K -3,560 -17%
DWM
116
Drive Wealth Management
Utah
$754K +$11.7K +237 +2%
SAG
117
SageView Advisory Group
California
$741K +$741K +15,035 New
RCG
118
Regatta Capital Group
California
$711K
FEM
119
Fulcrum Equity Management
Texas
$672K -$97.1K -1,970 -13%
CL
120
Choreo LLC
Illinois
$663K +$662K +13,441 New
FUBT
121
First United Bank & Trust
Maryland
$635K +$635K +12,890 New
DI
122
DFPG Investments
Utah
$609K +$608K +12,349 New
AWA
123
Acorn Wealth Advisors
Michigan
$565K -$12.7K -258 -2%
BIP
124
Blueprint Investment Partners
North Carolina
$527K -$1.86M -37,803 -78%
IA
125
IFG Advisory
Georgia
$514K +$19.9K +403 +4%