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PGIM Ultra Short Bond ETF

121 hedge funds and large institutions have $2.2B invested in PGIM Ultra Short Bond ETF in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

23% more funds holding

Funds holding: 98121 (+23)

18% more capital invested

Capital invested by funds: $1.86B → $2.2B (+$338M)

3.73% more ownership

Funds ownership: 72.8%76.53% (+3.7%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
+23
Holders Change %
+23.47%
% of All Funds
2.04%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.27%
New
28
Increased
41
Reduced
43
Closed
5
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
$1.01B +$148M +3,011,253 +17%
Morgan Stanley
2
Morgan Stanley
New York
$216M +$45.7M +930,597 +27%
Prudential Financial
3
Prudential Financial
New Jersey
$172M +$49.1M +999,999 +40%
OWM
4
Orgel Wealth Management
Wisconsin
$119M -$12.9M -262,809 -10%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$90.3M +$4.78M +97,379 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$53.8M +$9.76M +198,748 +22%
Wells Fargo
7
Wells Fargo
California
$47.8M +$934K +19,021 +2%
MA
8
MCF Advisors
Kentucky
$44.1M -$20.8M -423,740 -32%
Osaic Holdings
9
Osaic Holdings
Arizona
$43.3M +$25.6M +521,671 +144%
FWM
10
Foresight Wealth Management
Utah
$34.3M +$6.21M +126,407 +22%
CCA
11
Catalyst Capital Advisors
New York
$28.6M -$491K -10,000 -2%
LPL Financial
12
LPL Financial
California
$26.5M +$12.4M +253,075 +88%
Stifel Financial
13
Stifel Financial
Missouri
$22.3M +$3.23M +65,706 +17%
HighTower Advisors
14
HighTower Advisors
Illinois
$18.4M +$18.4M +374,438 New
IWMWV
15
Ironwood Wealth Management (West Virginia)
West Virginia
$18.2M +$18.3M +372,396 New
AFWM
16
AMJ Financial Wealth Management
Virginia
$16.8M +$10.4M +212,696 +164%
FAG
17
Financial Advisory Group
Texas
$15.7M -$13.8M -281,622 -47%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.1M +$11.8M +239,955 +499%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$11.4M +$6.47M +131,720 +130%
IA
20
IAM Advisory
Pennsylvania
$11.4M +$11.4M +231,354 New
MWC
21
MBM Wealth Consultants
Missouri
$10.4M +$2.02M +41,151 +24%
FFC
22
Fure Financial Corporation
Minnesota
$8.66M +$8.67M +176,528 New
CI
23
Ceera Investments
Texas
$8.38M -$798K -16,234 -9%
IWP
24
IAG Wealth Partners
Wisconsin
$8.14M +$6M +122,082 +278%
CMA
25
Cedar Mountain Advisors
Oregon
$8.05M -$66.1K -1,346 -0.8%