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PGIM Ultra Short Bond ETF

87 hedge funds and large institutions have $1.23B invested in PGIM Ultra Short Bond ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

19% more funds holding

Funds holding: 7387 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $1.2B → $1.23B (+$30.5M)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.7% less ownership

Funds ownership: 62.51%61.81% (-0.7%)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
24
Increased
29
Reduced
29
Closed
10
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
$234M +$12.5M +251,630 +6%
OWM
2
Orgel Wealth Management
Wisconsin
$184M +$6.74M +136,021 +4%
Morgan Stanley
3
Morgan Stanley
New York
$177M +$34.6M +696,954 +24%
Prudential Financial
4
Prudential Financial
New Jersey
$138M
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$94.9M +$17M +343,176 +22%
Wells Fargo
6
Wells Fargo
California
$46.5M -$1.56M -31,440 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.8M -$1.9M -38,265 -5%
FAG
8
Financial Advisory Group
Texas
$35.6M +$1.18M +23,886 +3%
FWM
9
Foresight Wealth Management
Utah
$28.4M +$7.27M +146,678 +34%
CCA
10
Catalyst Capital Advisors
New York
$25.7M +$992K +20,000 +4%
Stifel Financial
11
Stifel Financial
Missouri
$21.6M -$1.78M -35,997 -8%
CFA
12
Carroll Financial Associates
North Carolina
$21.5M -$768K -15,488 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$16M +$384K +7,749 +2%
RJA
14
Raymond James & Associates
Florida
$8.96M +$2.15M +43,372 +32%
MWC
15
MBM Wealth Consultants
Missouri
$8.15M +$540K +10,895 +7%
CI
16
Ceera Investments
Texas
$7.61M +$300K +6,054 +4%
Jane Street
17
Jane Street
New York
$7.34M +$7.35M +148,292 New
APSP
18
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.32M +$1.39M +28,035 +23%
LPL Financial
19
LPL Financial
California
$7.17M -$243K -4,892 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.61M -$260K -5,239 -4%
KFP
21
KB Financial Partners
New Jersey
$6.58M +$6.59M +133,000 New
AWA
22
Amplius Wealth Advisors
Pennsylvania
$5.98M +$5.99M +120,758 New
AC
23
Avestar Capital
New York
$5.63M +$556K +11,213 +11%
BAM
24
Byrne Asset Management
New Jersey
$5.19M +$5.2M +104,825 New
Truist Financial
25
Truist Financial
North Carolina
$4.62M -$1.26M -25,409 -21%

PULS Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q4 2021, worth a combined $1.23B — up 2.5% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PULS positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was MCF Advisors, exiting entirely with an estimated $66.4M sold.

  • 87 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $1.23B of PGIM Ultra Short Bond ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 24 funds opened new PGIM Ultra Short Bond ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $34.6M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q4 2021 was MCF Advisors, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2021.