We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$2.45M +$1.2M +24,151 +96%
EIG
102
Ellenbecker Investment Group
Wisconsin
$2.37M -$128K -2,579 -5%
SPC
103
Sigma Planning Corp
Michigan
$2.33M +$1.48M +29,855 +176%
RMAM
104
Raab & Moskowitz Asset Management
New Jersey
$2.3M +$708K +14,290 +45%
SA
105
SAM Advisors
California
$2.26M -$190K -3,827 -8%
FAIM
106
Financial Advocates Investment Management
Washington
$2.24M +$5.35K +108 +0.2%
IWC
107
Integrated Wealth Concepts
Massachusetts
$2.23M -$290K -5,850 -12%
IWM
108
IHT Wealth Management
Illinois
$2.21M +$318K +6,418 +17%
KFS
109
Kelly Financial Services
Massachusetts
$2.16M -$40.3K -813 -2%
NA
110
NewEdge Advisors
Louisiana
$2.14M +$24.8K +501 +1%
IFG
111
Independent Financial Group
California
$1.96M +$526K +10,616 +37%
CWMU
112
Caliber Wealth Management (Utah)
Utah
$1.91M +$1.9M +38,385 New
SIG
113
Sargent Investment Group
Maryland
$1.86M
OIA
114
OneDigital Investment Advisors
Kansas
$1.86M -$454K -9,154 -20%
NFG
115
Nations Financial Group
Iowa
$1.79M -$163K -3,283 -8%
CFA
116
Camarda Financial Advisors
Florida
$1.75M -$94.7K -1,910 -5%
Wealthfront Advisers
117
Wealthfront Advisers
California
$1.74M -$394K -7,948 -19%
FCFC
118
First Citizens Financial Corp
Iowa
$1.7M -$95.6K -1,929 -5%
AAS
119
Avantax Advisory Services
Texas
$1.68M +$1.01M +20,441 +153%
PTC
120
Private Trust Company
Ohio
$1.57M -$58K -1,171 -4%
HFM
121
Hartford Financial Management
Connecticut
$1.57M +$617K +12,444 +65%
SF
122
Symphony Financial
Texas
$1.53M -$22.3K -450 -1%
PFS
123
Prospera Financial Services
Texas
$1.51M +$1.51M +30,464 New
AWM
124
AE Wealth Management
Kansas
$1.5M -$12.3M -248,163 -89%
IDA
125
Intelligence Driven Advisers
California
$1.47M +$1.46M +29,556 New