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PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

250 hedge funds and large institutions have $4.9B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 85 reducing their positions, and 38 closing their positions.

Holders
250
Holders Change
+16
Holders Change %
+6.84%
% of All Funds
3.67%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
94
Reduced
85
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$957M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.29B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$131M
4
LPL Financial
4
LPL Financial
California
$203M
5
FTUS
5
Flow Traders U.S.
New York
$43.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$303M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.01M
4
SWM
4
Sanctuary Wealth Management
Idaho
$2.22K
5
TW
5
Transform Wealth
Colorado
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
126
Merit Financial Group
Georgia
$1.03M 20,770 +2,050 +11%
GVAG
127
Great Valley Advisor Group
Delaware
$1.02M 20,559 +5,170 +34%
RIA
128
Realta Investment Advisors
Delaware
$1.01M 20,371 -827 -4%
IWP
129
Insight Wealth Partners
Texas
$976K 19,769 -12,788 -39%
CFIM
130
Client First Investment Management
Wisconsin
$972K 19,689 +19,689 New
HFM
131
Hartford Financial Management
Connecticut
$942K 19,068 -2,715 -12%
GA
132
Goldstein Advisors
Wisconsin
$921K 18,651 +4,608 +33%
SL
133
Systelligence LLC
Minnesota
$877K 17,760 +96 +0.5%
VCM
134
Vivaldi Capital Management
Illinois
$867K 17,515 +17,515 New
SPC
135
Sigma Planning Corp
Michigan
$837K 16,952 -36,102 -68%
PA
136
Pineridge Advisors
Missouri
$790K 15,988 +15,988 New
RIA
137
Regal Investment Advisors
Michigan
$755K 15,285 -8,023 -34%
PCMC
138
Private Capital Management (Colorado)
Colorado
$748K 15,142 +15,142 New
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$710K 14,378 +2,209 +18%
CRI
140
Commonwealth Retirement Investments
Virginia
$683K 13,836 +37 +0.3%
AAS
141
Avantax Advisory Services
Texas
$660K 13,364 -2,499 -16%
LSA
142
Lion Street Advisors
Texas
$653K 13,231 -1,079 -8%
PIWA
143
Prevail Innovative Wealth Advisors
Kansas
$642K 12,994 +3,092 +31%
CCM
144
Condor Capital Management
New Jersey
$639K 12,928 -7,875 -38%
NFA
145
Northwest Financial Advisors
Virginia
$623K 12,613 +12,613 New
Jones Financial Companies
146
Jones Financial Companies
Missouri
$620K 12,550 +12,550 New
6F
147
626 Financial
Michigan
$619K 12,531 +7,469 +148%
DWP
148
Daymark Wealth Partners
Ohio
$616K 12,470 -600 -5%
EFG
149
Ehrlich Financial Group
California
$615K 12,449 +12,449 New
VWM
150
Vigilare Wealth Management
Arizona
$607K 12,288 +12,288 New
4 5
6
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