We are live on ! Find out more
PULS icon

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
MFG
151
MidWestOne Financial Group
Iowa
$940K -$392K -7,912 -29%
CWAG
152
Compton Wealth Advisory Group
Virginia
$939K +$936K +18,886 New
DWP
153
Daymark Wealth Partners
Ohio
$908K +$288K +5,809 +47%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$876K -$484K -9,771 -36%
6F
155
626 Financial
Michigan
$870K +$246K +4,968 +40%
CFIM
156
Client First Investment Management
Wisconsin
$809K -$169K -3,408 -17%
IWP
157
Insight Wealth Partners
Texas
$756K -$226K -4,555 -23%
EFG
158
Ehrlich Financial Group
California
$740K +$121K +2,444 +20%
PCMC
159
Private Capital Management (Colorado)
Colorado
$722K -$30.7K -620 -4%
GVAG
160
Great Valley Advisor Group
Delaware
$710K -$311K -6,268 -30%
CRI
161
Commonwealth Retirement Investments
Virginia
$690K +$1.88K +38 +0.3%
LSA
162
Lion Street Advisors
Texas
$653K
Betterment LLC
163
Betterment LLC
New York
$650K +$184K +3,703 +40%
RCG
164
Regatta Capital Group
California
$639K +$637K +12,852 New
NFA
165
Northwest Financial Advisors
Virginia
$631K +$4.06K +82 +0.7%
CCM
166
Condor Capital Management
New Jersey
$614K -$28.1K -567 -4%
BCG
167
Breakwater Capital Group
New Jersey
$610K +$64K +1,291 +12%
CL
168
Choreo LLC
Illinois
$601K +$64.1K +1,293 +12%
ME
169
McIlrath & Eck
Washington
$601K +$599K +12,088 New
HI
170
Harbour Investments
Wisconsin
$600K +$85.1K +1,718 +17%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$545K +$402K +8,107 +285%
NP
172
NorthRock Partners
Minnesota
$544K +$542K +10,946 New
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$528K +$526K +10,617 New
WAM
174
WNY Asset Management
New York
$513K +$39.3K +793 +8%
FWM
175
Focused Wealth Management
New York
$511K +$7.43K +150 +1%