We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

40 hedge funds and large institutions have $487M invested in PGIM Ultra Short Bond ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $391M → $487M (+$96.3M)

5% more funds holding

Funds holding: 3840 (+2)

2.96% more ownership

Funds ownership: 60.15%63.11% (+3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
21
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$14.4M +286,621 +14%
Bank of America
2
Bank of America
North Carolina
$101M +$12M +238,890 +13%
Prudential Financial
3
Prudential Financial
New Jersey
$100M +$100M +1,997,894 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.3M +$9.21M +183,816 +28%
RJA
5
Raymond James & Associates
Florida
$19.7M +$1.62M +32,443 +9%
BPWA
6
Beacon Pointe Wealth Advisors
California
$17.3M +$798K +15,936 +5%
Wells Fargo
7
Wells Fargo
California
$13.7M +$10.3M +205,113 +300%
LPL Financial
8
LPL Financial
California
$12.2M +$3.31M +65,988 +37%
CFA
9
Carroll Financial Associates
North Carolina
$7.09M +$3.4M +67,809 +92%
Truist Financial
10
Truist Financial
North Carolina
$5.88M +$5.88M +117,434 New
Stifel Financial
11
Stifel Financial
Missouri
$5.73M -$938K -18,735 -14%
Jane Street
12
Jane Street
New York
$5.72M -$12.1M -241,520 -68%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.39M +$359K +7,173 +7%
PA
14
Prism Advisors
California
$4.6M +$4.41M +88,006 +2,210%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4M +$27.9K +558 +0.7%
SIG
16
Sargent Investment Group
Maryland
$3.92M -$223K -4,456 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$3.3M +$225K +4,497 +7%
ASN
18
Advisory Services Network
Georgia
$2.4M +$2.41M +48,067 New
CAN
19
Cetera Advisor Networks
California
$1.59M +$98.2K +1,961 +7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.23M +$107K +2,140 +10%
MFG
21
Merit Financial Group
Georgia
$1.15M +$321K +6,400 +39%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.09M +$694K +13,855 +174%
SWP
23
Stratos Wealth Partners
Ohio
$1M +$1M +20,045 New
OIA
24
OneDigital Investment Advisors
Kansas
$907K -$751K -15,000 -45%
AWA
25
Arete Wealth Advisors
Illinois
$854K +$301K +6,000 +54%