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PGIM Ultra Short Bond ETF

64 hedge funds and large institutions have $766M invested in PGIM Ultra Short Bond ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more funds holding

Funds holding: 5064 (+14)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3% more capital invested

Capital invested by funds: $742M → $766M (+$24.6M)

1.54% less ownership

Funds ownership: 60.67%59.13% (-1.5%)

Holders
64
Holders Change
+14
Holders Change %
+28%
% of All Funds
1.12%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
17
Increased
20
Reduced
18
Closed
3
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
$178M -$76.8M -1,540,208 -30%
Prudential Financial
2
Prudential Financial
New Jersey
$125M -$321K -6,429 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$90M +$297K +5,964 +0.3%
OWM
4
Orgel Wealth Management
Wisconsin
$60M +$4.4M +88,244 +8%
Wells Fargo
5
Wells Fargo
California
$34.8M -$916K -18,362 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28.7M -$153K -3,074 -0.5%
LPL Financial
7
LPL Financial
California
$23.5M -$7.49M -150,283 -24%
MA
8
MCF Advisors
Kentucky
$21.8M +$21.8M +438,151 New
DWP
9
Destiny Wealth Partners
Florida
$21.5M +$21.5M +431,322 New
Stifel Financial
10
Stifel Financial
Missouri
$19.8M +$8.37M +167,874 +73%
FWM
11
Foresight Wealth Management
Utah
$18.5M +$11.5M +231,061 +165%
CCA
12
Catalyst Capital Advisors
New York
$18M +$4.62M +92,568 +35%
CFA
13
Carroll Financial Associates
North Carolina
$17.2M +$2.88M +57,809 +20%
MWC
14
MBM Wealth Consultants
Missouri
$13.1M +$4.77M +95,591 +57%
Citadel Advisors
15
Citadel Advisors
Florida
$9.88M +$5.79M +116,071 +141%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.36M +$356K +7,135 +4%
RJA
17
Raymond James & Associates
Florida
$8.21M +$698K +13,995 +9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.76M -$443K -8,886 -6%
RWA
19
Redhawk Wealth Advisors
Minnesota
$6.53M +$6.54M +131,063 New
HFM
20
Hartford Financial Management
Connecticut
$4.99M -$638K -12,793 -11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.25M -$269K -5,386 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.81M +$2.67M +53,573 +234%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.73M -$1.24M -24,803 -25%
Jane Street
24
Jane Street
New York
$3.19M -$942K -18,891 -23%
Truist Financial
25
Truist Financial
North Carolina
$2.99M +$6.48K +130 +0.2%