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PGIM Ultra Short Bond ETF

304 hedge funds and large institutions have $5.63B invested in PGIM Ultra Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

30% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 99

10% more capital invested

Capital invested by funds: $5.11B → $5.63B (+$521M)

5% more funds holding

Funds holding: 290304 (+14)

0.69% more ownership

Funds ownership: 71.42%72.11% (+0.69%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
304
Holders Change
+14
Holders Change %
+4.83%
% of All Funds
4.37%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
52
Increased
129
Reduced
99
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$1.04M -$132K -2,660 -11%
Koshinski Asset Management
177
Koshinski Asset Management
Illinois
$1.04M +$52.1K +1,049 +5%
HCM
178
Howard Capital Management
Georgia
$1.04M -$61.1K -1,231 -6%
TFS
179
Thoroughbred Financial Services
Tennessee
$1.01M +$701K +14,122 +226%
PIWA
180
Prevail Innovative Wealth Advisors
Kansas
$1.01M +$104K +2,085 +11%
RIA
181
Regal Investment Advisors
Michigan
$957K -$774K -15,593 -45%
FEM
182
Fulcrum Equity Management
Texas
$899K -$751K -15,134 -46%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$895K +$893K +17,979 New
GM
184
GeoWealth Management
Illinois
$888K +$35K +706 +4%
MC
185
McCarthy & Cox
Ohio
$887K -$2.53K -51 -0.3%
HFM
186
Hartford Financial Management
Connecticut
$871K
IFG
187
Independent Financial Group
California
$865K -$1.51M -30,516 -64%
SAM
188
Secure Asset Management
Michigan
$864K -$2.56M -51,554 -75%
EWA
189
EverSource Wealth Advisors
Alabama
$859K +$451K +9,094 +111%
SC
190
Syon Capital
California
$853K +$851K +17,136 New
RIA
191
Realta Investment Advisors
Delaware
$849K -$432K -8,693 -34%
CF
192
Centaurus Financial
California
$818K -$80.8K -1,627 -9%
MFG
193
Merit Financial Group
Georgia
$788K -$247K -4,982 -24%
SL
194
Systelligence LLC
Minnesota
$785K -$130K -2,626 -14%
KWM
195
Kingsview Wealth Management
Oregon
$778K -$2.54M -51,112 -77%
AC
196
Applied Capital
Arkansas
$766K +$764K +15,382 New
CFIM
197
Client First Investment Management
Wisconsin
$672K -$219K -4,411 -25%
TI
198
TrueMark Investments
Illinois
$658K +$657K +13,227 New
EMAM
199
Encompass More Asset Management
California
$646K -$361K -7,270 -36%
SPIA
200
Steward Partners Investment Advisory
New York
$617K -$1.39M -27,969 -69%