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PGIM Ultra Short Bond ETF

251 hedge funds and large institutions have $4.91B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 38

17% more capital invested

Capital invested by funds: $4.18B → $4.91B (+$726M)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

8.29% more ownership

Funds ownership: 76.13%84.43% (+8.3%)

7% more funds holding

Funds holding: 235251 (+16)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
251
Holders Change
+16
Holders Change %
+6.81%
% of All Funds
3.66%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.25%
New
56
Increased
95
Reduced
85
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
HRT Financial
New York
$399K +$400K +8,092 New
CCFM
177
Clear Creek Financial Management
Washington
$399K -$336K -6,811 -46%
CFCI
178
Comprehensive Financial Consultants Institutional
Indiana
$388K -$3.71K -75 -0.9%
GC
179
Gratus Capital
Georgia
$371K +$92K +1,863 +33%
PFPT
180
Pinnacle Financial Partners (Tennessee)
Tennessee
$370K
Franklin Resources
181
Franklin Resources
California
$352K +$4.94K +100 +1%
LLWM
182
Life Line Wealth Management
California
$349K +$349K +7,071 New
TSS
183
Two Sigma Securities
New York
$347K -$285K -5,764 -45%
DFG
184
Delta Financial Group
New Jersey
$347K -$109K -2,214 -24%
WFAG
185
Wescott Financial Advisory Group
Pennsylvania
$335K +$4.69K +95 +1%
EWA
186
EverSource Wealth Advisors
Alabama
$332K +$593 +12 +0.2%
AAS
187
Ameritas Advisory Services
Nebraska
$327K -$1.53M -30,948 -82%
ARC
188
Advisor Resource Council
Texas
$308K +$308K +6,242 New
WAG
189
Wallace Advisory Group
California
$306K -$167K -3,382 -35%
SWM
190
Seed Wealth Management
Illinois
$306K +$34.6K +700 +13%
WPW
191
Waldron Private Wealth
Pennsylvania
$301K -$44.9K -909 -13%
CC
192
Cypress Capital
Tennessee
$289K +$84K +1,700 +41%
FFN
193
Focus Financial Network
Minnesota
$288K
EWM
194
Elmwood Wealth Management
California
$286K -$2.37M -47,913 -89%
ACA
195
Aptus Capital Advisors
Alabama
$283K +$49 +1 +0%
TI
196
Trexquant Investment
Connecticut
$280K +$280K +5,665 New
BFG
197
Berger Financial Group
Minnesota
$271K +$56.4K +1,142 +26%
PGFC
198
Peapack-Gladstone Financial Corp
New Jersey
$252K
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$245K -$7.6M -153,877 -97%
EM
200
Excalibur Management
Massachusetts
$244K -$15.8K -320 -6%