PGIM Ultra Short Bond ETF
PULS
73 hedge funds and large institutions have $1.2B invested in PGIM Ultra Short Bond ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
28% more capital invested
Capital invested by funds: $932M → $1.2B (+$264M)
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
3.19% more ownership
Funds ownership: 59.32% → 62.51% (+3.2%)
1% more funds holding
Funds holding: 72 → 73 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$115M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$68.5M |
| 3 |
FAG
Financial Advisory Group
Houston,
Texas
|
+$34.6M |
| 4 |
Morgan Stanley
New York
|
+$24.5M |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$40M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$9.27M |
| 3 |
Jane Street
New York
|
-$3.41M |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$3.17M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$2.54M |
PULS Hedge Fund Activity: Q3 2021 in Review
73 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2021, worth a combined $1.2B — up 28% from $932M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PULS positions and 13 closed out — a net gain of 2 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $115M. The largest seller was Fidelity Investments, exiting entirely with an estimated $40M sold.
- 73 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2021, up from 72 in Q2 2021.
- Funds reported $1.2B of PGIM Ultra Short Bond ETF stock for Q3 2021, up 28% quarter-over-quarter.
- 15 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2021 and 13 closed out, a net change of +2 holders.
- The largest PGIM Ultra Short Bond ETF buyer in Q3 2021 was Orgel Wealth Management, an estimated $115M added.
- The largest PGIM Ultra Short Bond ETF seller in Q3 2021 was Fidelity Investments, an estimated $40M sold.
Based on aggregated 13F filings for Q3 2021.