PULS icon

PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

234 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 57 funds opening new positions, 92 increasing their positions, 68 reducing their positions, and 26 closing their positions.

Holders
234
Holders Change
+31
Holders Change %
+15.27%
% 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
57
Increased
92
Reduced
68
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$380M
2
Morgan Stanley
2
Morgan Stanley
New York
$430M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.12B
5
LPL Financial
5
LPL Financial
California
$153M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$390M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$57.7M
3
Wells Fargo
3
Wells Fargo
California
$157M
4
Jane Street
4
Jane Street
New York
$948K
5
NA
5
NewEdge Advisors
Louisiana
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
151
RFG Advisory
Alabama
$617K 12,467 +12,467 New
HI
152
Harbour Investments
Wisconsin
$608K 12,289 -62 -0.5%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$602K 12,169 +12,169 New
CL
154
Choreo LLC
Illinois
$573K 11,580 -628 -5%
SS
155
Sunbelt Securities
Texas
$549K 11,091 +10,560 +1,989%
MSFS
156
Main Street Financial Solutions
Pennsylvania
$545K 11,018 -50,363 -82%
IAA
157
Independent Advisor Alliance
North Carolina
$530K 10,716 +5,368 +100%
AWA
158
Arkadios Wealth Advisors
Georgia
$514K 10,392 +10,392 New
BRWA
159
B. Riley Wealth Advisors
Florida
$505K 10,206 +130 +1%
WEG
160
World Equity Group
Illinois
$500K 11,623 +11,623 New
PJSIMP
161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$498K 10,087 -3,215 -24%
FWM
162
Focused Wealth Management
New York
$494K 9,988 – –
KWA
163
Kingswood Wealth Advisors
California
$494K 9,983 +9,983 New
PIWA
164
Prevail Innovative Wealth Advisors
Kansas
$490K 9,902 +9,902 New
PCA
165
Pallas Capital Advisors
Massachusetts
$489K 9,892 -1,613 -14%
WAG
166
Wallace Advisory Group
California
$473K 9,573 +9,573 New
EFS
167
Essex Financial Services
Connecticut
$466K 9,426 -111 -1%
DFG
168
Delta Financial Group
New Jersey
$458K 9,248 +4,068 +79%
MA
169
MCF Advisors
Kentucky
$456K 9,207 +77 +0.8%
RCAG
170
Rehmann Capital Advisory Group
Michigan
$444K 8,968 +65 +0.7%
GM
171
GeoWealth Management
Illinois
$443K 8,948 +8,948 New
PFG
172
Prosperity Financial Group
California
$429K 8,662 +8,662 New
OBWG
173
Onyx Bridge Wealth Group
New York
$418K 8,441 +16 +0.2%
RCG
174
Regatta Capital Group
California
$416K 8,409 -2,016 -19%
LCWP
175
Legacy Capital Wealth Partners
Arkansas
$401K 8,110 +8,110 New
5 6
7
8 9