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PGIM Ultra Short Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 810 (+2)

13% more funds holding

Funds holding: 8798 (+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

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.55%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
25
Increased
29
Reduced
36
Closed
11
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
$864M +$633M +12,835,559 +272%
Morgan Stanley
2
Morgan Stanley
New York
$171M -$4.88M -98,916 -3%
OWM
3
Orgel Wealth Management
Wisconsin
$132M -$51.7M -1,048,632 -28%
Prudential Financial
4
Prudential Financial
New Jersey
$123M -$14.8M -299,999 -11%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$85.8M -$8.57M -173,656 -9%
MA
6
MCF Advisors
Kentucky
$65M +$65.2M +1,321,687 New
Wells Fargo
7
Wells Fargo
California
$47M +$767K +15,545 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$44.1M +$8.62M +174,638 +24%
FAG
9
Financial Advisory Group
Texas
$29.6M -$5.87M -118,923 -17%
CCA
10
Catalyst Capital Advisors
New York
$29.2M +$3.67M +74,300 +14%
FWM
11
Foresight Wealth Management
Utah
$28.2M -$46.1K -935 -0.2%
Stifel Financial
12
Stifel Financial
Missouri
$19.2M -$2.32M -47,068 -11%
Osaic Holdings
13
Osaic Holdings
Arizona
$18.5M +$1.92M +38,911 +12%
LPL Financial
14
LPL Financial
California
$14.1M +$7M +141,950 +98%
Jane Street
15
Jane Street
New York
$9.55M +$2.26M +45,707 +31%
CI
16
Ceera Investments
Texas
$9.2M +$1.64M +33,271 +22%
WFAG
17
Wescott Financial Advisory Group
Pennsylvania
$8.72M +$8.74M +177,110 New
MWC
18
MBM Wealth Consultants
Missouri
$8.41M +$303K +6,139 +4%
CMA
19
Cedar Mountain Advisors
Oregon
$8.14M +$8.16M +165,367 New
SI
20
Stephens Inc
Arkansas
$7.85M +$7.87M +159,548 New
Citadel Advisors
21
Citadel Advisors
Florida
$7.7M +$5.16M +104,526 +201%
RJA
22
Raymond James & Associates
Florida
$6.7M -$2.22M -44,892 -25%
KFP
23
KB Financial Partners
New Jersey
$6.54M
AFWM
24
AMJ Financial Wealth Management
Virginia
$6.37M +$6.12M +124,037 +2,259%
BAM
25
Byrne Asset Management
New Jersey
$6.3M +$1.15M +23,272 +22%