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PGIM Ultra Short Bond ETF

147 hedge funds and large institutions have $2.06B invested in PGIM Ultra Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

21% more funds holding

Funds holding: 121147 (+26)

1.97% less ownership

Funds ownership: 76.53%74.55% (-2%)

6% less capital invested

Capital invested by funds: $2.2B → $2.06B (-$134M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
147
Holders Change
+26
Holders Change %
+21.49%
% of All Funds
2.53%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
39
Increased
50
Reduced
41
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
$599M -$410M -8,355,028 -41%
Morgan Stanley
2
Morgan Stanley
New York
$291M +$74.1M +1,510,081 +34%
Prudential Financial
3
Prudential Financial
New Jersey
$172M
Wells Fargo
4
Wells Fargo
California
$99.2M +$51.4M +1,047,265 +107%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$82.7M -$7.61M -155,201 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$72.8M +$19M +387,584 +35%
LPL Financial
7
LPL Financial
California
$59.9M +$33.3M +679,672 +126%
FWM
8
Foresight Wealth Management
Utah
$48.4M +$14.1M +288,213 +41%
AWM
9
AE Wealth Management
Kansas
$48.1M +$48.1M +979,813 New
IFG
10
Independent Financial Group
California
$42.3M +$42.3M +862,136 New
JP Morgan Chase
11
JP Morgan Chase
New York
$37.1M +$37.1M +755,555 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$28.8M +$14.7M +298,669 +104%
Stifel Financial
13
Stifel Financial
Missouri
$28.6M +$6.3M +128,347 +28%
SGI
14
Summit Global Investments
Utah
$24.3M +$24.2M +494,271 New
UBS Group
15
UBS Group
Switzerland
$24M +$23M +468,809 +2,239%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$23.9M +$20.1M +408,818 +517%
Osaic Holdings
17
Osaic Holdings
Arizona
$23M -$20.3M -413,943 -47%
CA
18
Crane Advisory
California
$21.6M +$21.6M +440,057 New
HighTower Advisors
19
HighTower Advisors
Illinois
$19.6M +$1.24M +25,322 +7%
IWMWV
20
Ironwood Wealth Management (West Virginia)
West Virginia
$18M -$185K -3,762 -1%
AFWM
21
AMJ Financial Wealth Management
Virginia
$17.1M +$281K +5,723 +2%
TFA
22
Transamerica Financial Advisors
Florida
$15.6M +$15.6M +317,187 New
CCA
23
Catalyst Capital Advisors
New York
$15.2M -$13.4M -274,000 -47%
CMA
24
Cedar Mountain Advisors
Oregon
$14.4M +$6.31M +128,659 +78%
IA
25
IAM Advisory
Pennsylvania
$11.8M +$448K +9,136 +4%

PULS Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q3 2022, worth a combined $2.06B — down 6.1% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PULS positions and 13 closed out — a net gain of 26 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.1M. The largest seller was Bank of America, cutting an estimated $410M.

  • 147 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q3 2022, up from 121 in Q2 2022.
  • Funds reported $2.06B of PGIM Ultra Short Bond ETF stock for Q3 2022, down 6.1% quarter-over-quarter.
  • 39 funds opened new PGIM Ultra Short Bond ETF positions in Q3 2022 and 13 closed out, a net change of +26 holders.
  • The largest PGIM Ultra Short Bond ETF buyer in Q3 2022 was Morgan Stanley, an estimated $74.1M added.
  • The largest PGIM Ultra Short Bond ETF seller in Q3 2022 was Bank of America, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2022.