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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
CFCI
176
Comprehensive Financial Consultants Institutional
Indiana
$393K +$31.8K +644 +9%
PFPT
177
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K +$370K +7,494 New
Franklin Resources
178
Franklin Resources
California
$347K +$4.84K +98 +1%
WPW
179
Waldron Private Wealth
Pennsylvania
$344K +$343K +6,959 New
OL
180
Optas LLC
Texas
$341K
WAM
181
WNY Asset Management
New York
$339K +$338K +6,850 New
EWA
182
EverSource Wealth Advisors
Alabama
$332K -$41.3K -837 -11%
WFAG
183
Wescott Financial Advisory Group
Pennsylvania
$331K +$4.59K +93 +1%
KAM
184
Kraft Asset Management
Tennessee
$302K +$301K +6,104 New
UWM
185
USAdvisors Wealth Management
Minnesota
$300K -$31.3K -635 -9%
FFN
186
Focus Financial Network
Minnesota
$287K
GAA
187
Global Assets Advisory
Florida
$284K +$283K +5,742 New
ACA
188
Aptus Capital Advisors
Alabama
$284K -$13.8K -279 -5%
IFG
189
Independent Financial Group
California
$282K +$281K +5,700 New
SS
190
Simplicity Solutions
Minnesota
$280K -$1.07M -21,709 -79%
GC
191
Gratus Capital
Georgia
$279K +$278K +5,641 New
SWM
192
Seed Wealth Management
Illinois
$272K +$271K +5,500 New
GFA
193
Gallagher Fiduciary Advisors
Illinois
$269K +$269K +5,445 New
EM
194
Excalibur Management
Massachusetts
$259K +$26.5K +537 +11%
SIC
195
Salem Investment Counselors
North Carolina
$254K
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$252K
6F
197
626 Financial
Michigan
$251K -$78.2K -1,584 -24%
AFWM
198
AMJ Financial Wealth Management
Virginia
$245K -$649K -13,151 -73%
IW
199
Imprint Wealth
South Carolina
$242K -$230K -4,654 -49%
BWM
200
Birchcreek Wealth Management
Ohio
$237K +$31.7K +643 +15%