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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
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
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
126
Masso Torrence Wealth Management
New Jersey
$1.16M +$1.16M +23,389 New
MFG
127
Merit Financial Group
Georgia
$1.03M +$101K +2,050 +11%
GVAG
128
Great Valley Advisor Group
Delaware
$1.02M +$255K +5,170 +34%
RIA
129
Realta Investment Advisors
Delaware
$1.01M -$40.9K -827 -4%
IWP
130
Insight Wealth Partners
Texas
$976K -$632K -12,788 -39%
CFIM
131
Client First Investment Management
Wisconsin
$972K +$973K +19,689 New
HFM
132
Hartford Financial Management
Connecticut
$942K -$134K -2,715 -12%
GA
133
Goldstein Advisors
Wisconsin
$921K +$228K +4,608 +33%
SL
134
Systelligence LLC
Minnesota
$877K +$4.74K +96 +0.5%
VCM
135
Vivaldi Capital Management
Illinois
$867K +$865K +17,515 New
SPC
136
Sigma Planning Corp
Michigan
$837K -$1.78M -36,102 -68%
PA
137
Pineridge Advisors
Missouri
$790K +$790K +15,988 New
RIA
138
Regal Investment Advisors
Michigan
$755K -$396K -8,023 -34%
PCMC
139
Private Capital Management (Colorado)
Colorado
$748K +$748K +15,142 New
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$710K +$109K +2,209 +18%
CRI
141
Commonwealth Retirement Investments
Virginia
$683K +$1.83K +37 +0.3%
AAS
142
Avantax Advisory Services
Texas
$660K -$123K -2,499 -16%
LSA
143
Lion Street Advisors
Texas
$653K -$53.3K -1,079 -8%
PIWA
144
Prevail Innovative Wealth Advisors
Kansas
$642K +$153K +3,092 +31%
CCM
145
Condor Capital Management
New Jersey
$639K -$389K -7,875 -38%
NFA
146
Northwest Financial Advisors
Virginia
$623K +$623K +12,613 New
Jones Financial Companies
147
Jones Financial Companies
Missouri
$620K +$620K +12,550 New
6F
148
626 Financial
Michigan
$619K +$369K +7,469 +148%
DWP
149
Daymark Wealth Partners
Ohio
$616K -$29.6K -600 -5%
EFG
150
Ehrlich Financial Group
California
$615K +$615K +12,449 New