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PGIM Ultra Short Bond ETF

351 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 188 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 87

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4% more funds holding

Funds holding: 337351 (+14)

0% less capital invested

Capital invested by funds: $8.07B → $8.07B (-$4.4M)

0.06% less ownership

Funds ownership: 73.69%73.63% (-0.06%)

Holders
351
Holders Change
+14
Holders Change %
+4.15%
% of All Funds
4.71%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.35%
New
50
Increased
188
Reduced
87
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
101
Destiny Wealth Partners
Florida
$5.56M +$421K +8,474 +8%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$5.33M +$591K +11,893 +12%
MWA
103
MFA Wealth Advisors
Pennsylvania
$4.97M +$69K +1,389 +1%
SWIM
104
Smallwood Wealth Investment Management
New Jersey
$4.9M +$364K +7,332 +8%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$4.86M +$931K +18,753 +24%
DAS
106
Diversify Advisory Services
Utah
$4.83M +$851K +17,140 +21%
PWM
107
Perigon Wealth Management
California
$4.57M +$1.31M +26,379 +40%
AC
108
Avestar Capital
New York
$4.53M -$626K -12,603 -12%
KWM
109
Kingsview Wealth Management
Oregon
$4.42M +$1.45M +29,120 +49%
Ameriprise
110
Ameriprise
Minnesota
$4.36M -$689K -13,880 -14%
RFC
111
Regions Financial Corp
Alabama
$4.34M -$148K -2,974 -3%
VIP
112
Vista Investment Partners
Oklahoma
$4.33M +$4.33M +87,165 New
SA
113
Sanctuary Advisors
Indiana
$4.28M -$399K -8,027 -9%
FAG
114
Fortitude Advisory Group
Washington
$4.23M +$392K +7,897 +10%
AWA
115
Acorn Wealth Advisors
Michigan
$4.19M +$246K +4,948 +6%
MSFS
116
Main Street Financial Solutions
Pennsylvania
$4.01M +$551K +11,105 +16%
WA
117
WESPAC Advisors
California
$3.98M -$328K -6,597 -8%
KAS
118
Kestra Advisory Services
Texas
$3.97M +$1.09M +21,887 +38%
FA
119
Fountainhead AM
New Jersey
$3.94M -$1.11M -22,270 -22%
IP
120
Ignite Planners
California
$3.94M -$5.01M -100,973 -56%
KWA
121
Kingswood Wealth Advisors
California
$3.85M -$147K -2,951 -4%
IA
122
IFP Advisors
Florida
$3.81M +$1.53M +30,817 +67%
CAM
123
Cresset Asset Management
Illinois
$3.81M +$118K +2,375 +3%
BWP
124
BlueStem Wealth Partners
Minnesota
$3.73M +$682K +13,735 +22%
PWA
125
PCG Wealth Advisors
Kansas
$3.67M -$381K -7,671 -9%