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PGIM Ultra Short Bond ETF

235 hedge funds and large institutions have $4.18B invested in PGIM Ultra Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 26

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

35% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 68

19% more capital invested

Capital invested by funds: $3.5B → $4.18B (+$675M)

16% more funds holding

Funds holding: 203235 (+32)

1.36% more ownership

Funds ownership: 74.77%76.13% (+1.4%)

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
3.73%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
58
Increased
92
Reduced
68
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
RFG Advisory
Alabama
$617K +$615K +12,467 New
HI
152
Harbour Investments
Wisconsin
$608K -$3.06K -62 -0.5%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$602K +$601K +12,169 New
CL
154
Choreo LLC
Illinois
$573K -$31K -628 -5%
SS
155
Sunbelt Securities
Texas
$549K +$521K +10,560 +1,989%
MSFS
156
Main Street Financial Solutions
Pennsylvania
$545K -$2.49M -50,363 -82%
IAA
157
Independent Advisor Alliance
North Carolina
$530K +$265K +5,368 +100%
AWA
158
Arkadios Wealth Advisors
Georgia
$514K +$513K +10,392 New
BRWA
159
B. Riley Wealth Advisors
Florida
$505K +$6.42K +130 +1%
WEG
160
World Equity Group
Illinois
$500K +$574K +11,623 New
PJSIMP
161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$498K -$159K -3,215 -24%
FWM
162
Focused Wealth Management
New York
$494K
KWA
163
Kingswood Wealth Advisors
California
$494K +$493K +9,983 New
PIWA
164
Prevail Innovative Wealth Advisors
Kansas
$490K +$489K +9,902 New
PCA
165
Pallas Capital Advisors
Massachusetts
$489K -$79.6K -1,613 -14%
WAG
166
Wallace Advisory Group
California
$473K +$472K +9,573 New
EFS
167
Essex Financial Services
Connecticut
$466K -$5.48K -111 -1%
DFG
168
Delta Financial Group
New Jersey
$458K +$201K +4,068 +79%
MA
169
MCF Advisors
Kentucky
$456K +$3.8K +77 +0.8%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$444K +$3.21K +65 +0.7%
GM
171
GeoWealth Management
Illinois
$443K +$442K +8,948 New
PFG
172
Prosperity Financial Group
California
$429K +$428K +8,662 New
OBWG
173
Onyx Bridge Wealth Group
New York
$418K +$790 +16 +0.2%
RCG
174
Regatta Capital Group
California
$416K -$99.5K -2,016 -19%
LCWP
175
Legacy Capital Wealth Partners
Arkansas
$401K +$400K +8,110 New