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PGIM Ultra Short Bond ETF

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121147 (+26)

1.97% less ownership

Funds ownership: 76.53%74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Byrne Asset Management
New Jersey
$222K -$3.47M -70,786 -94%
FA
127
Fermata Advisors
California
$222K +$222K +4,518 New
GWM
128
Geneos Wealth Management
Colorado
$221K +$196K +4,000 +784%
VWA
129
V Wealth Advisors
Kansas
$219K
DADC
130
D.A. Davidson & Co
Montana
$203K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$190K +$114K +2,323 +150%
IA
132
IFP Advisors
Florida
$139K +$133K +2,717 +33,963%
OPW
133
Oxler Private Wealth
New York
$136K +$58.9K +1,200 New
TFS
134
TrustCore Financial Services
Tennessee
$81K +$70.3K +1,434 +670%
APA
135
American Portfolios Advisors
New York
$75.7K
AA
136
AlphaMark Advisors
Kentucky
$74K -$24.5K -500 -25%
SWM
137
Sugarloaf Wealth Management
Georgia
$61K -$48.7K -993 -45%
LB
138
Legacy Bridge
Iowa
$44K
AAP
139
Arax Advisory Partners
Colorado
$43K +$43.2K +880 New
SPIA
140
Steward Partners Investment Advisory
New York
$25K +$24.7K +504 New
HBW
141
Hazlett, Burt & Watson
West Virginia
$10K +$49 +1 +0.5%
TC
142
Truvestments Capital
Florida
$7K
RG
143
Retirement Group
California
$5K +$4.86K +99 New
AIC
144
Archer Investment Corporation
Indiana
$2.6K
TCWA
145
Ten Capital Wealth Advisors
Washington
$2K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1K +$1.23K +25 +357%
TAM
147
Tucker Asset Management
Colorado
$735
FFC
148
Fure Financial Corporation
Minnesota
-$8.66M -176,528 Closed
Jane Street
149
Jane Street
New York
-$4.65M -94,812 Closed
VIA
150
Vident Investment Advisory
Georgia
-$3.42M -69,704 Closed

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.