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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Titleist Asset Management
Texas
$2.13M +$55.6K +1,125 +3%
Wealthfront Advisers
102
Wealthfront Advisers
California
$2.12M +$766K +15,501 +57%
NA
103
NewEdge Advisors
Louisiana
$2.11M +$386K +7,816 +22%
NFG
104
Nations Financial Group
Iowa
$1.94M -$464K -9,394 -19%
GWM
105
Geneos Wealth Management
Colorado
$1.94M +$120K +2,426 +7%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$1.9M -$3.28M -66,347 -63%
IWM
107
IHT Wealth Management
Illinois
$1.88M +$1.03M +20,842 +121%
SIG
108
Sargent Investment Group
Maryland
$1.85M -$21K -425 -1%
CFA
109
Camarda Financial Advisors
Florida
$1.83M +$14.1K +285 +0.8%
FCFC
110
First Citizens Financial Corp
Iowa
$1.78M +$251K +5,076 +16%
BCM
111
Brookstone Capital Management
Illinois
$1.7M +$191K +3,869 +13%
BAM
112
BOS Asset Management
Illinois
$1.68M -$43.2K -875 -3%
MA
113
Mutual Advisors
Nebraska
$1.67M
PTC
114
Private Trust Company
Ohio
$1.62M +$321K +6,498 +25%
RMAM
115
Raab & Moskowitz Asset Management
New Jersey
$1.58M +$648K +13,125 +70%
SF
116
Symphony Financial
Texas
$1.55M -$190K -3,841 -11%
PMG
117
ProVise Management Group
Florida
$1.53M +$170K +3,451 +13%
Truist Financial
118
Truist Financial
North Carolina
$1.45M -$758K -15,345 -34%
IFG
119
Independent Financial Group
California
$1.42M +$1.14M +23,038 +404%
Koshinski Asset Management
120
Koshinski Asset Management
Illinois
$1.35M +$551K +11,158 +69%
MFG
121
MidWestOne Financial Group
Iowa
$1.32M +$387K +7,831 +41%
FUBT
122
First United Bank & Trust
Maryland
$1.29M +$598K +12,095 +86%
IA
123
IFG Advisory
Georgia
$1.24M +$91.8K +1,858 +8%
SAG
124
SageView Advisory Group
California
$1.19M -$1.21M -24,408 Closed
GLA
125
Good Life Advisors
Pennsylvania
$1.16M +$103K +2,078 +10%