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PGIM Ultra Short Bond ETF

50 hedge funds and large institutions have $742M invested in PGIM Ultra Short Bond ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $644M → $742M (+$97.4M)

6% more funds holding

Funds holding: 4750 (+3)

0.29% more ownership

Funds ownership: 60.38%60.67% (+0.29%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
20
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$255M +$17.5M +350,604 +7%
Prudential Financial
2
Prudential Financial
New Jersey
$125M +$321K +6,429 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$89.7M +$1.15M +23,136 +1%
OWM
4
Orgel Wealth Management
Wisconsin
$55.1M +$55.7M +1,116,158 New
Wells Fargo
5
Wells Fargo
California
$35.7M +$3.04M +60,983 +9%
LPL Financial
6
LPL Financial
California
$31M +$4.74M +94,975 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28.9M -$3.01M -60,213 -9%
CFA
8
Carroll Financial Associates
North Carolina
$14.3M +$5.32M +106,552 +59%
CCA
9
Catalyst Capital Advisors
New York
$13.3M +$1.77M +35,555 +15%
Stifel Financial
10
Stifel Financial
Missouri
$11.4M +$1.34M +26,934 +13%
MWC
11
MBM Wealth Consultants
Missouri
$8.29M +$8.2M +164,378 +8,198%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.01M -$822K -16,474 -9%
RJA
13
Raymond James & Associates
Florida
$7.52M +$191K +3,824 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.2M +$270K +5,406 +4%
FWM
15
Foresight Wealth Management
Utah
$7M +$7.01M +140,395 New
HFM
16
Hartford Financial Management
Connecticut
$5.63M +$431K +8,628 +8%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.97M -$404K -8,088 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.52M -$2.01M -40,327 -31%
Jane Street
19
Jane Street
New York
$4.13M +$3.36M +67,287 +432%
Citadel Advisors
20
Citadel Advisors
Florida
$4.09M +$4.1M +82,140 New
Truist Financial
21
Truist Financial
North Carolina
$2.98M +$900K +18,034 +43%
SIG
22
Sargent Investment Group
Maryland
$2.85M -$250K -5,000 -8%
IA
23
IFP Advisors
Florida
$2.5M
OC
24
Oppenheimer & Co
New York
$1.84M +$659K +13,207 +56%
MFG
25
Merit Financial Group
Georgia
$1.27M -$99.8K -2,000 -7%