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PGIM Ultra Short Bond ETF

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $3.2B → $3.5B (+$305M)

9% more funds holding

Funds holding: 186203 (+17)

4% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 71

0.3% less ownership

Funds ownership: 75.07%74.77% (-0.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$1.68M +$1.68M +34,045 New
SI
102
Saxon Interests
Texas
$1.63M -$809K -16,432 -33%
SAG
103
SageView Advisory Group
California
$1.58M +$838K +17,018 +113%
GWM
104
Geneos Wealth Management
Colorado
$1.58M +$64.4K +1,307 +4%
FAIM
105
Financial Advocates Investment Management
Washington
$1.46M +$115K +2,342 +9%
SS
106
Simplicity Solutions
Minnesota
$1.35M +$227K +4,600 +20%
PTC
107
Private Trust Company
Ohio
$1.31M +$919K +18,655 +239%
MFG
108
MidWestOne Financial Group
Iowa
$1.26M +$99K +2,010 +9%
GC
109
Guggenheim Capital
Illinois
$1.17M -$15.5K -315 -1%
CCM
110
Condor Capital Management
New Jersey
$1.11M +$58.2K +1,182 +6%
DI
111
DFPG Investments
Utah
$1.09M +$480K +9,746 +79%
GLA
112
Good Life Advisors
Pennsylvania
$1.07M +$163K +3,308 +18%
RIA
113
Realta Investment Advisors
Delaware
$1.05M +$7.24K +147 +0.7%
HFM
114
Hartford Financial Management
Connecticut
$1.04M
RIA
115
Regal Investment Advisors
Michigan
$983K -$91.4K -1,856 -9%
MFG
116
Merit Financial Group
Georgia
$925K
AFWM
117
AMJ Financial Wealth Management
Virginia
$894K -$37K -751 -4%
PMG
118
ProVise Management Group
Florida
$864K -$698K -14,170 -45%
KA
119
Kovack Advisors
Florida
$848K -$1.93M -39,108 -69%
Wealthfront Advisers
120
Wealthfront Advisers
California
$840K -$113K -2,286 -12%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$837K -$321K -6,526 -28%
CCFM
122
Clear Creek Financial Management
Washington
$753K +$750K +15,235 New
SFS
123
Sowell Financial Services
Arkansas
$742K +$740K +15,014 New
DWM
124
Drive Wealth Management
Utah
$704K -$51.5K -1,046 -7%
FCFC
125
First Citizens Financial Corp
Iowa
$668K +$666K +13,513 New