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PGIM Ultra Short Bond ETF

290 hedge funds and large institutions have $5.11B invested in PGIM Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 80

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

16% more funds holding

Funds holding: 250290 (+40)

11% more capital invested

Capital invested by funds: $4.61B → $5.11B (+$499M)

2.57% less ownership

Funds ownership: 73.99%71.42% (-2.6%)

Holders
290
Holders Change
+40
Holders Change %
+16%
% of All Funds
4.19%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
62
Increased
123
Reduced
80
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$986K +$112K +2,262 +13%
ZF
177
Zega Financial
Florida
$983K +$982K +19,788 New
SL
178
Systelligence LLC
Minnesota
$914K -$55.4K -1,116 -6%
FFA
179
Fortune Financial Advisors
Kansas
$913K +$613K +12,354 +206%
PIWA
180
Prevail Innovative Wealth Advisors
Kansas
$906K -$74K -1,492 -8%
CF
181
Centaurus Financial
California
$898K -$107K -2,159 -11%
CFIM
182
Client First Investment Management
Wisconsin
$890K +$81K +1,633 +10%
MC
183
McCarthy & Cox
Ohio
$888K +$423K +8,522 +91%
HFM
184
Hartford Financial Management
Connecticut
$869K -$696K -14,024 -45%
DWM
185
Drive Wealth Management
Utah
$860K -$583K -11,761 -40%
GM
186
GeoWealth Management
Illinois
$852K +$850K +17,136 New
CAC
187
Certified Advisory Corp
Florida
$851K +$849K +17,124 New
HighTower Advisors
188
HighTower Advisors
Illinois
$835K +$633K +12,760 +313%
CWAG
189
Compton Wealth Advisory Group
Virginia
$831K -$107K -2,161 -11%
RCG
190
Regatta Capital Group
California
$796K +$157K +3,163 +25%
HF
191
HRT Financial
New York
$740K +$739K +14,894 New
FCA
192
FLC Capital Advisors
California
$729K -$3.1M -62,391 -81%
CRI
193
Commonwealth Retirement Investments
Virginia
$691K +$1.83K +37 +0.3%
WIA
194
World Investment Advisors
California
$674K +$672K +13,553 New
FFA
195
Farther Finance Advisors
California
$662K +$598K +12,059 +907%
PWM
196
Perigon Wealth Management
California
$662K +$661K +13,326 New
EFG
197
Ehrlich Financial Group
California
$654K -$86K -1,733 -12%
NFA
198
Northwest Financial Advisors
Virginia
$635K +$3.97K +80 +0.6%
CL
199
Choreo LLC
Illinois
$627K +$28.4K +573 +5%
CI
200
CPR Investments
Michigan
$599K +$597K +12,044 New