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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RZH
201
Relyea Zuckerberg Hanson
Connecticut
$901K +$903K +18,188 New
HFM
202
Hartford Financial Management
Connecticut
$867K
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$860K +$862K +17,360 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$818K -$72.7K -1,463 -8%
RCG
205
Regatta Capital Group
California
$806K -$467K -9,411 -37%
SL
206
Systelligence LLC
Minnesota
$806K +$25K +504 +3%
CF
207
Centaurus Financial
California
$801K -$13.8K -277 -2%
PFS
208
Prospera Financial Services
Texas
$799K -$339K -6,818 -30%
TC
209
Trilogy Capital
California
$787K +$517K +10,414 +190%
RIA
210
Regal Investment Advisors
Michigan
$768K -$185K -3,724 -19%
AC
211
Applied Capital
Arkansas
$752K -$9.93K -200 -1%
CF
212
Cyr Financial
Illinois
$747K +$178K +3,593 +31%
IFG
213
Independent Financial Group
California
$725K -$136K -2,746 -16%
CFIM
214
Client First Investment Management
Wisconsin
$708K +$39.5K +795 +6%
BAS
215
Brueske Advisory Services
Washington
$674K +$676K +13,611 New
RIA
216
Realta Investment Advisors
Delaware
$664K -$184K -3,695 -22%
AWM
217
AE Wealth Management
Kansas
$663K -$945K -19,028 -59%
SPIA
218
Steward Partners Investment Advisory
New York
$636K +$22K +442 +4%
KFS
219
Kelly Financial Services
Massachusetts
$615K -$424K -8,540 -41%
FHC
220
First Heartland Consultants
Missouri
$584K +$268K +5,391 +84%
IWP
221
Insight Wealth Partners
Texas
$576K -$12.1K -243 -2%
PCM
222
Parsons Capital Management
Rhode Island
$563K +$564K +11,359 New
EM
223
Excalibur Management
Massachusetts
$554K +$229K +4,611 +70%
NFA
224
Northwest Financial Advisors
Virginia
$551K -$10.8K -218 -2%
MWM
225
Modern Wealth Management
Kansas
$534K +$535K +10,768 New