We are live on ! Find out more
PULS icon

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
OL
201
Optas LLC
Texas
$242K -$98.8K -2,000 -29%
KPWS
202
Kestra Private Wealth Services
Texas
$229K +$229K +4,641 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$229K +$229K +4,628 New
SB
204
Strategic Blueprint
Georgia
$226K -$2.51M -50,795 -92%
BWM
205
Birchcreek Wealth Management
Ohio
$225K -$11.8K -238 -5%
AFWM
206
AMJ Financial Wealth Management
Virginia
$210K -$34K -688 -14%
SS
207
Simplicity Solutions
Minnesota
$209K -$70.5K -1,426 -25%
IAA
208
Independent Advisor Alliance
North Carolina
$208K -$321K -6,501 -61%
WAG
209
Wiser Advisor Group
Arizona
$207K +$207K +4,199 New
SMC
210
Smith, Moore & Co
Missouri
$204K -$3.71K -75 -2%
CIA
211
Concurrent Investment Advisors
Florida
$203K +$203K +4,101 New
MCM
212
MidAtlantic Capital Management
Virginia
$151K +$151K +3,058 New
CF
213
Centaurus Financial
California
$150K +$15K +303 +11%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$141K +$42.3K +856 +43%
SA
215
Scarborough Advisors
Maryland
$139K +$139K +2,807 New
SWM
216
Spire Wealth Management
Virginia
$99.2K
CFB
217
Cullen/Frost Bankers
Texas
$91.4K +$91.4K +1,850 New
CAL
218
Capital Analysts LLC
Pennsylvania
$69K +$68.8K +1,392 New
AA
219
AlphaMark Advisors
Kentucky
$67K -$2.72K -55 -4%
FFA
220
Farther Finance Advisors
California
$65.8K +$61K +1,234 +1,246%
PB
221
Pinnacle Bancorp
Nebraska
$63.1K +$17.4K +353 +38%
PS
222
Principal Securities
Iowa
$51.3K +$51.3K +1,039 New
First Manhattan
223
First Manhattan
New York
$51K
BWM
224
BKM Wealth Management
Wisconsin
$49.4K +$49.4K +1,000 New
MIM
225
Macroview Investment Management
Maryland
$49.4K +$49.4K +1,000 New