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PGIM Ultra Short Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+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: 7273 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
15
Increased
26
Reduced
23
Closed
13
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
$222M +$13.9M +280,193 +7%
OWM
2
Orgel Wealth Management
Wisconsin
$178M +$115M +2,318,421 +182%
Morgan Stanley
3
Morgan Stanley
New York
$143M +$24.5M +493,698 +21%
Prudential Financial
4
Prudential Financial
New Jersey
$139M -$577K -11,611 -0.4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$78.2M +$68.5M +1,378,254 +703%
MA
6
MCF Advisors
Kentucky
$66.4M +$23.1M +465,536 +53%
Wells Fargo
7
Wells Fargo
California
$48.3M +$11M +220,560 +29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.8M +$8.33M +167,575 +28%
FAG
9
Financial Advisory Group
Texas
$34.6M +$34.6M +695,967 New
CCA
10
Catalyst Capital Advisors
New York
$24.8M +$994K +20,000 +4%
Stifel Financial
11
Stifel Financial
Missouri
$23.5M +$2.18M +43,905 +10%
CFA
12
Carroll Financial Associates
North Carolina
$22.3M +$3.93M +79,007 +21%
FWM
13
Foresight Wealth Management
Utah
$21.2M -$2.22M -44,633 -9%
DWP
14
Destiny Wealth Partners
Florida
$18.6M +$297K +5,980 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7M +$430K +8,651 +3%
MWC
16
MBM Wealth Consultants
Missouri
$7.64M -$2.16M -43,477 -22%
LPL Financial
17
LPL Financial
California
$7.45M -$1.3M -26,098 -15%
CI
18
Ceera Investments
Texas
$7.33M +$7.34M +147,625 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.89M -$9.27M -186,481 -57%
RJA
20
Raymond James & Associates
Florida
$6.84M -$518K -10,424 -7%
APSP
21
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.95M +$469K +9,441 +9%
Truist Financial
22
Truist Financial
North Carolina
$5.9M +$3.54M +71,201 +150%
CCM
23
Condor Capital Management
New Jersey
$5.81M +$4.73M +95,098 +435%
AC
24
Avestar Capital
New York
$5.09M -$976K -19,628 -16%
HFM
25
Hartford Financial Management
Connecticut
$4.94M -$30.3K -610 -0.6%