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PGIM Ultra Short Bond ETF

235 hedge funds and large institutions have $4.18B invested in PGIM Ultra Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

19% more capital invested

Capital invested by funds: $3.5B → $4.18B (+$675M)

16% more funds holding

Funds holding: 203235 (+32)

1.36% more ownership

Funds ownership: 74.77%76.13% (+1.4%)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.73%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
58
Increased
92
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
101
DFPG Investments
Utah
$2.17M +$1.08M +21,866 +99%
OC
102
Oppenheimer & Co
New York
$2.11M -$277K -5,618 -12%
TAM
103
Titleist Asset Management
Texas
$2.08M +$50.6K +1,025 +3%
SIG
104
Sargent Investment Group
Maryland
$1.88M -$58.7K -1,190 -3%
AAS
105
Ameritas Advisory Services
Nebraska
$1.85M -$237K -4,811 -11%
JWCA
106
J.W. Cole Advisors
Florida
$1.83M +$8.04K +163 +0.4%
GWM
107
Geneos Wealth Management
Colorado
$1.82M +$245K +4,956 +16%
CFA
108
Camarda Financial Advisors
Florida
$1.82M +$28.6K +579 +2%
SF
109
Symphony Financial
Texas
$1.73M -$6.06M -122,818 -78%
NA
110
NewEdge Advisors
Louisiana
$1.72M -$15.1M -306,696 -90%
BAM
111
BOS Asset Management
Illinois
$1.72M -$35.8K -725 -2%
EF
112
Empowered Funds
Pennsylvania
$1.71M +$1.71M +34,647 New
MA
113
Mutual Advisors
Nebraska
$1.67M -$10.7K -217 -0.6%
AWA
114
Acorn Wealth Advisors
Michigan
$1.63M +$1.06M +21,532 +189%
IWP
115
Insight Wealth Partners
Texas
$1.61M -$352K -7,123 -18%
FAIM
116
Financial Advocates Investment Management
Washington
$1.55M +$82.1K +1,664 +6%
FCFC
117
First Citizens Financial Corp
Iowa
$1.53M +$862K +17,468 +129%
BCM
118
Brookstone Capital Management
Illinois
$1.5M -$594K -12,034 -28%
PMG
119
ProVise Management Group
Florida
$1.36M +$494K +9,999 +57%
Wealthfront Advisers
120
Wealthfront Advisers
California
$1.36M +$514K +10,405 +61%
PTC
121
Private Trust Company
Ohio
$1.3M -$9.57K -194 -0.7%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$1.29M +$1.29M +26,149 New
VWA
123
V Wealth Advisors
Kansas
$1.26M -$5.05M -102,386 -80%
SAG
124
SageView Advisory Group
California
$1.21M -$377K -7,645 -24%
KFS
125
Kelly Financial Services
Massachusetts
$1.2M +$1.2M +24,285 New