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PGIM Ultra Short Bond ETF

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.2%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$657K -$412K -8,345 -39%
IA
127
IFG Advisory
Georgia
$648K +$133K +2,701 +26%
DWP
128
Daymark Wealth Partners
Ohio
$621K +$621K +12,565 New
HI
129
Harbour Investments
Wisconsin
$610K -$5.22M -105,567 -90%
CL
130
Choreo LLC
Illinois
$603K -$60.9K -1,233 -9%
PCA
131
Pallas Capital Advisors
Massachusetts
$567K -$269K -5,458 -32%
AWA
132
Acorn Wealth Advisors
Michigan
$562K -$4.79K -97 -0.8%
FUBT
133
First United Bank & Trust
Maryland
$527K -$109K -2,212 -17%
RCG
134
Regatta Capital Group
California
$515K -$201K -4,061 -28%
CRI
135
Commonwealth Retirement Investments
Virginia
$508K +$15.3K +310 +3%
BRWA
136
B. Riley Wealth Advisors
Florida
$498K +$498K +10,076 New
FWM
137
Focused Wealth Management
New York
$494K
EFS
138
Essex Financial Services
Connecticut
$471K +$17.5K +355 +4%
IW
139
Imprint Wealth
South Carolina
$471K +$471K +9,546 New
MA
140
MCF Advisors
Kentucky
$451K -$46.1K -933 -9%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$440K +$3.06K +62 +0.7%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$440K +$440K +8,900 New
AAS
143
Avantax Advisory Services
Texas
$419K +$16.5K +333 +4%
OBWG
144
Onyx Bridge Wealth Group
New York
$416K -$7.46K -151 -2%
BFG
145
Bleakley Financial Group
New Jersey
$385K -$14.4K -292 -4%
OMC
146
Old Mission Capital
Illinois
$379K -$1.62M -32,862 -81%
EWA
147
EverSource Wealth Advisors
Alabama
$372K -$15K -304 -4%
IWM
148
IHT Wealth Management
Illinois
$372K -$41.2K -833 -10%
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
$360K +$128K +2,594 +55%
Franklin Resources
150
Franklin Resources
California
$342K +$4.55K +92 +1%