PGIM Ultra Short Bond ETF
PULS
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.
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: 121 → 147 (+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: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$74.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$51.4M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$48.1M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$42.3M |
| 5 |
JP Morgan Chase
New York
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$410M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$118M |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
-$36M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.3M |
| 5 |
FAG
Financial Advisory Group
Houston,
Texas
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
151
Advisor Resource Council
Dallas,
Texas
| – | -$2.93M | -59,634 | Closed |
|
|
MAM
152
Meeder Asset Management
Dublin,
Ohio
| – | -$669K | -13,625 | Closed |
|
153
Goldman Sachs
New York
| – | -$435K | -8,855 | Closed |
|
|
SWM
154
Spire Wealth Management
Mclean,
Virginia
| – | -$98K | -2,000 | Closed |
|
|
SWM
155
SeaCrest Wealth Management
Purchase,
New York
| – | -$25K | -500 | Closed |
|
|
CA
156
CoreCap Advisors
Southfield,
Michigan
| – | -$20K | -416 | Closed |
|
|
DWP
157
Destiny Wealth Partners
Tavares,
Florida
| – | -$14K | -283 | Closed |
|
158
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -201 | Closed |
|
|
OLVIG
159
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$7K | -135 | Closed |
|
160
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -98 | 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.