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PGIM Ultra Short Bond ETF

250 hedge funds and large institutions have $4.61B invested in PGIM Ultra Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 71

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% less funds holding

Funds holding: 251250 (-1)

6% less capital invested

Capital invested by funds: $4.91B → $4.61B (-$294M)

10.44% less ownership

Funds ownership: 84.43%73.99% (-10%)

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.6%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
38
Increased
120
Reduced
71
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Drive Wealth Management
Utah
$1.44M -$1.29M -26,006 -47%
FUBT
127
First United Bank & Trust
Maryland
$1.44M +$141K +2,835 +11%
PHWM
128
Pine Harbor Wealth Management
Maryland
$1.41M +$909K +18,338 +182%
RIA
129
Regal Investment Advisors
Michigan
$1.4M +$642K +12,963 +85%
TFG
130
Team Financial Group
California
$1.4M -$1.27M -25,528 -48%
MA
131
Mutual Advisors
Nebraska
$1.31M -$375K -7,562 -22%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$1.3M +$734K +14,820 +130%
RIA
133
Realta Investment Advisors
Delaware
$1.3M +$286K +5,771 +28%
Jane Street
134
Jane Street
New York
$1.3M -$1.78M -35,880 -58%
MTWM
135
Masso Torrence Wealth Management
New Jersey
$1.26M +$102K +2,059 +9%
KWM
136
Kingsview Wealth Management
Oregon
$1.26M +$1.26M +25,333 New
PCA
137
Prosperity Capital Advisors
Ohio
$1.23M +$1.22M +24,649 New
UWM
138
USAdvisors Wealth Management
Minnesota
$1.21M +$1.21M +24,339 New
CC
139
Cypress Capital
Tennessee
$1.17M +$878K +17,719 +303%
BAM
140
BOS Asset Management
Illinois
$1.13M -$560K -11,295 -33%
HCM
141
Howard Capital Management
Georgia
$1.1M +$1.1M +22,109 New
TFA
142
Transamerica Financial Advisors
Florida
$1.07M -$8M -161,468 -88%
MFG
143
Merit Financial Group
Georgia
$1.05M +$17.2K +348 +2%
WI
144
Wintrust Investments
Illinois
$1.04M +$619K +12,480 +148%
FAG
145
Fortitude Advisory Group
Washington
$1.04M +$1.03M +20,871 New
CF
146
Centaurus Financial
California
$1M +$851K +17,181 +566%
GLA
147
Good Life Advisors
Pennsylvania
$991K -$174K -3,519 -15%
PIWA
148
Prevail Innovative Wealth Advisors
Kansas
$981K +$334K +6,736 +52%
SL
149
Systelligence LLC
Minnesota
$969K +$86.3K +1,742 +10%
GA
150
Goldstein Advisors
Wisconsin
$961K +$34.1K +688 +4%