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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
ATC
201
Argent Trust Co
Tennessee
$234K
RJT
202
Raymond James Trust
Florida
$228K
BCI
203
Brinker Capital Investments
Pennsylvania
$216K +$215K +4,366 New
OPS
204
Orion Portfolio Solutions
Nebraska
$216K +$215K +4,366 New
BFG
205
Berger Financial Group
Minnesota
$215K -$8.39K -170 -4%
WA
206
Waverly Advisors
Alabama
$213K
SMC
207
Smith, Moore & Co
Missouri
$208K -$2.47K -50 -1%
CC
208
Cypress Capital
Tennessee
$205K +$197K +4,000 +2,759%
CF
209
Centaurus Financial
California
$135K +$135K +2,735 New
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
$134K +$134K +2,717 New
SPIA
211
Steward Partners Investment Advisory
New York
$102K -$80.7K -1,635 -44%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$99K +$90.9K +1,841 +1,211%
SWM
213
Spire Wealth Management
Virginia
$99K
AA
214
AlphaMark Advisors
Kentucky
$70K -$1.23K -25 -2%
BF
215
BOK Financial
Oklahoma
$61.7K +$61.6K +1,248 New
First Manhattan
216
First Manhattan
New York
$51.1K +$50.9K +1,032 New
PB
217
Pinnacle Bancorp
Nebraska
$45.7K +$45.6K +924 New
TSWM
218
Tyler-Stone Wealth Management
Ohio
$30K
TH
219
TCTC Holdings
Texas
$24.3K +$24.3K +492 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$24K +$18.3K +370 +308%
PMFA
221
Plante Moran Financial Advisors
Michigan
$23.1K +$23K +466 New
IPW
222
Impact Partnership Wealth
Georgia
$23K -$346 -7 -1%
HBW
223
Hazlett, Burt & Watson
West Virginia
$11K +$148 +3 +1%
HGERS
224
Householder Group Estate & Retirement Specialist
Arizona
$9.9K +$9.87K +200 New
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$7.57K +$7.55K +153 New