PGIM Ultra Short Bond ETF
PULS
98 hedge funds and large institutions have $1.86B invested in PGIM Ultra Short Bond ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
52% more capital invested
Capital invested by funds: $1.23B → $1.86B (+$634M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more funds holding
Funds holding: 87 → 98 (+11)
10.98% more ownership
Funds ownership: 61.81% → 72.8% (+11%)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$633M |
| 2 |
MA
MCF Advisors
Covington,
Kentucky
|
+$65.2M |
| 3 |
WFAG
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
+$8.74M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.62M |
| 5 |
CMA
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
+$8.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$51.7M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$14.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.57M |
| 4 |
FAG
Financial Advisory Group
Houston,
Texas
|
-$5.87M |
| 5 |
Morgan Stanley
New York
|
-$4.88M |
PULS Hedge Fund Activity: Q1 2022 in Review
98 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q1 2022, worth a combined $1.86B — up 52% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PULS positions and 11 closed out — a net gain of 14 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was Bank of America, adding an estimated $633M. The largest seller was Orgel Wealth Management, cutting an estimated $51.7M.
- 98 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q1 2022, up from 87 in Q4 2021.
- Funds reported $1.86B of PGIM Ultra Short Bond ETF stock for Q1 2022, up 52% quarter-over-quarter.
- 25 funds opened new PGIM Ultra Short Bond ETF positions in Q1 2022 and 11 closed out, a net change of +14 holders.
- The largest PGIM Ultra Short Bond ETF buyer in Q1 2022 was Bank of America, an estimated $633M added.
- The largest PGIM Ultra Short Bond ETF seller in Q1 2022 was Orgel Wealth Management, an estimated $51.7M sold.
Based on aggregated 13F filings for Q1 2022.