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PGIM Ultra Short Bond ETF

72 hedge funds and large institutions have $932M invested in PGIM Ultra Short Bond ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

119% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 16

22% more capital invested

Capital invested by funds: $766M → $932M (+$166M)

13% more funds holding

Funds holding: 6472 (+8)

0.19% more ownership

Funds ownership: 59.13%59.32% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
35
Reduced
16
Closed
6
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
$208M +$30.9M +620,209 +17%
Prudential Financial
2
Prudential Financial
New Jersey
$140M +$15.5M +311,611 +12%
Morgan Stanley
3
Morgan Stanley
New York
$119M +$29M +581,737 +32%
OWM
4
Orgel Wealth Management
Wisconsin
$63.3M +$3.36M +67,507 +6%
MA
5
MCF Advisors
Kentucky
$43.3M +$21.6M +433,159 +99%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$40M +$40M +803,698 New
Wells Fargo
7
Wells Fargo
California
$37.3M +$2.61M +52,422 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$29.5M +$827K +16,605 +3%
CCA
9
Catalyst Capital Advisors
New York
$23.8M +$5.91M +118,701 +33%
FWM
10
Foresight Wealth Management
Utah
$23.4M +$4.96M +99,606 +27%
Stifel Financial
11
Stifel Financial
Missouri
$21.3M +$1.58M +31,833 +8%
CFA
12
Carroll Financial Associates
North Carolina
$18.4M +$1.3M +26,047 +8%
DWP
13
Destiny Wealth Partners
Florida
$18.3M -$3.11M -62,498 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$16.2M +$9.44M +189,594 +140%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.2M +$6.91M +138,701 +83%
MWC
16
MBM Wealth Consultants
Missouri
$9.82M -$3.22M -64,608 -25%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$9.75M +$9.7M +194,857 +17,714%
LPL Financial
18
LPL Financial
California
$8.75M -$14.7M -294,939 -63%
RJA
19
Raymond James & Associates
Florida
$7.37M -$831K -16,700 -10%
AC
20
Avestar Capital
New York
$6.07M +$6.08M +122,064 New
APSP
21
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.49M +$2.79M +56,012 +103%
HFM
22
Hartford Financial Management
Connecticut
$4.98M
Baird Financial Group
23
Baird Financial Group
Wisconsin
$4.22M +$494K +9,930 +13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.12M +$310K +6,230 +8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.72M -$523K -10,508 -12%