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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
SAG
201
SageView Advisory Group
California
$595K
IWP
202
Insight Wealth Partners
Texas
$589K -$166K -3,356 -22%
WAM
203
WNY Asset Management
New York
$555K +$42.1K +849 +8%
NP
204
NorthRock Partners
Minnesota
$544K
PCMC
205
Private Capital Management (Colorado)
Colorado
$544K -$178K -3,579 -25%
CIA
206
Concurrent Investment Advisors
Florida
$526K +$525K +10,593 New
SFS
207
Sowell Financial Services
Arkansas
$525K +$524K +10,563 New
FWM
208
Focused Wealth Management
New York
$518K +$7.29K +147 +1%
ACM
209
ADAR1 Capital Management
Texas
$497K
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$471K +$471K +9,486 New
IAN
211
Integrated Advisors Network
Texas
$465K +$152K +3,065 +49%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$456K +$3.42K +69 +0.8%
WEG
213
World Equity Group
Illinois
$430K +$429K +8,656 New
WWM
214
Western Wealth Management
Colorado
$429K +$429K +8,640 New
SAM
215
Smartleaf Asset Management
Massachusetts
$426K +$425K +8,577 New
GC
216
Gratus Capital
Georgia
$419K +$418K +8,423 New
CF
217
Cyr Financial
Illinois
$417K +$416K +8,382 New
GVAG
218
Great Valley Advisor Group
Delaware
$413K -$296K -5,974 -42%
EWA
219
EverSource Wealth Advisors
Alabama
$406K +$43.4K +875 +12%
LCWP
220
Legacy Capital Wealth Partners
Arkansas
$403K +$402K +8,110 New
TW
221
Transform Wealth
Colorado
$379K +$50 +1 +0%
EFS
222
Essex Financial Services
Connecticut
$376K -$78.1K -1,575 -17%
CCFM
223
Clear Creek Financial Management
Washington
$374K +$2.68K +54 +0.7%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$372K -$8.73K -176 -2%
KW
225
KWB Wealth
California
$372K