We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$3.09M +$30.7K +619 +1%
AP
102
Americana Partners
Texas
$3.05M -$236K -4,749 -7%
P
103
&Partners
Tennessee
$3.04M +$2.76M +55,625 +1,035%
LSA
104
Lion Street Advisors
Texas
$3.03M +$2.36M +47,645 +360%
DAS
105
Diversify Advisory Services
Utah
$3.02M +$25.1K +505 +0.8%
IA
106
IFG Advisory
Georgia
$2.96M +$509K +10,268 +21%
Truist Financial
107
Truist Financial
North Carolina
$2.96M -$531K -10,700 -15%
AIA
108
Armor Investment Advisors
North Carolina
$2.95M -$228K -4,593 -7%
PHWM
109
Pine Harbor Wealth Management
Maryland
$2.93M +$1.51M +30,511 +107%
IA
110
IFP Advisors
Florida
$2.89M +$2.88M +58,009 +39,195%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$295K +5,938 +12%
UWS
112
Unique Wealth Strategies
Illinois
$2.81M
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$2.8M +$497K +10,011 +22%
NWA
114
Navis Wealth Advisors
New York
$2.68M -$230K -4,634 -8%
NA
115
NewEdge Advisors
Louisiana
$2.67M +$526K +10,601 +25%
ICP
116
Interchange Capital Partners
Pennsylvania
$2.66M +$2.66M +53,577 New
VAG
117
VisionPoint Advisory Group
Texas
$2.58M +$2.56M +51,676 +25,208%
IWM
118
IHT Wealth Management
Illinois
$2.54M +$324K +6,524 +15%
TAM
119
Titleist Asset Management
Texas
$2.52M -$5.41K -109 -0.2%
SI
120
Saxon Interests
Texas
$2.46M +$6.7K +135 +0.3%
PTC
121
Private Trust Company
Ohio
$2.41M +$837K +16,865 +53%
IFG
122
Independent Financial Group
California
$2.38M +$423K +8,530 +22%
GIA
123
Gladstone Institutional Advisory
Florida
$2.38M -$904K -18,218 -28%
EIG
124
Ellenbecker Investment Group
Wisconsin
$2.36M -$8.78K -177 -0.4%
OIA
125
OneDigital Investment Advisors
Kansas
$2.24M +$379K +7,637 +20%