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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
BRWA
176
B. Riley Wealth Advisors
Florida
$505K -$149 -3 -0%
ACM
177
ADAR1 Capital Management
Texas
$497K
MC
178
McCarthy & Cox
Ohio
$464K +$463K +9,337 New
EFS
179
Essex Financial Services
Connecticut
$456K -$6.44K -130 -1%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$453K +$3.52K +71 +0.8%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$444K +$197K +3,975 +80%
TA
182
TFB Advisors
Kansas
$430K +$430K +8,679 New
Jones Financial Companies
183
Jones Financial Companies
Missouri
$421K -$202K -4,074 -32%
PCA
184
Pallas Capital Advisors
Massachusetts
$393K -$90.8K -1,832 -19%
PFPT
185
Pinnacle Financial Partners (Tennessee)
Tennessee
$381K +$8.72K +176 +2%
TW
186
Transform Wealth
Colorado
$379K -$3.44M -69,416 -90%
CCFM
187
Clear Creek Financial Management
Washington
$372K -$29.8K -601 -7%
KW
188
KWB Wealth
California
$372K +$371K +7,477 New
EWA
189
EverSource Wealth Advisors
Alabama
$363K +$28.8K +582 +9%
Franklin Resources
190
Franklin Resources
California
$359K +$5.25K +106 +1%
LLWM
191
Life Line Wealth Management
California
$357K +$5.2K +105 +1%
CFCI
192
Comprehensive Financial Consultants Institutional
Indiana
$351K -$40.1K -810 -10%
DFG
193
Delta Financial Group
New Jersey
$350K
MA
194
MCF Advisors
Kentucky
$348K -$113K -2,273 -24%
WFAG
195
Wescott Financial Advisory Group
Pennsylvania
$336K -$991 -20 -0.3%
IAN
196
Integrated Advisors Network
Texas
$313K +$312K +6,294 New
WAG
197
Wallace Advisory Group
California
$306K
WPW
198
Waldron Private Wealth
Pennsylvania
$301K
FFA
199
Fortune Financial Advisors
Kansas
$299K +$298K +6,010 New
BFG
200
Berger Financial Group
Minnesota
$289K +$16.3K +329 +6%