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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$4.65M +$730K +14,705 +19%
SWIM
102
Smallwood Wealth Investment Management
New Jersey
$4.52M -$735K -14,791 -14%
RFC
103
Regions Financial Corp
Alabama
$4.47M +$163K +3,274 +4%
NW
104
NewEdge Wealth
Pennsylvania
$4.36M -$12.4M -249,490 -74%
SPC
105
Sigma Planning Corp
Michigan
$4.35M -$1.45M -29,266 -25%
WA
106
WESPAC Advisors
California
$4.3M +$4.31M +86,706 New
TCM
107
TD Capital Management
Tennessee
$4.17M +$2.18M +43,827 +109%
PWA
108
Phoenix Wealth Advisors
North Carolina
$4.05M +$3.85M +77,483 +1,847%
PWA
109
PCG Wealth Advisors
Kansas
$4.03M -$73.3K -1,475 -2%
KWA
110
Kingswood Wealth Advisors
California
$3.98M +$3.77M +75,843 +1,687%
DAS
111
Diversify Advisory Services
Utah
$3.98M +$218K +4,397 +6%
AWA
112
Acorn Wealth Advisors
Michigan
$3.92M -$39.5K -795 -1%
SSWM
113
Sheets Smith Wealth Management
North Carolina
$3.91M +$83.6K +1,684 +2%
FAG
114
Fortitude Advisory Group
Washington
$3.85M +$2.28M +45,893 +144%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$3.83M +$1.37M +27,620 +56%
AFS
116
AFG Fiduciary Services
Massachusetts
$3.75M +$3.76M +75,602 New
CAM
117
Cresset Asset Management
Illinois
$3.68M +$887K +17,865 +32%
CA
118
Clearstead Advisors
Ohio
$3.64M +$115K +2,316 +3%
WS
119
Wedbush Securities
California
$3.62M +$3.63M +72,985 New
MSFS
120
Main Street Financial Solutions
Pennsylvania
$3.45M +$770K +15,493 +29%
PWM
121
Perigon Wealth Management
California
$3.26M +$2.2M +44,321 +208%
UWS
122
Unique Wealth Strategies
Illinois
$3.2M +$96.1K +1,935 +3%
BCM
123
Brookstone Capital Management
Illinois
$3.14M +$107K +2,158 +4%
BWP
124
BlueStem Wealth Partners
Minnesota
$3.04M +$3.05M +61,360 New
GWA
125
GGM Wealth Advisors
Maryland
$2.98M -$128K -2,571 -4%