We are live on ! Find out more
PULS icon

PGIM Ultra Short Bond ETF

178 hedge funds and large institutions have $2.88B invested in PGIM Ultra Short Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

83% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 41

40% more capital invested

Capital invested by funds: $2.06B → $2.88B (+$819M)

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

21% more funds holding

Funds holding: 147178 (+31)

0.2% more ownership

Funds ownership: 74.55%74.76% (+0.2%)

Holders
178
Holders Change
+31
Holders Change %
+21.09%
% of All Funds
2.86%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.31%
New
49
Increased
75
Reduced
41
Closed
15
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
$437M -$162M -3,301,974 -27%
JP Morgan Chase
2
JP Morgan Chase
New York
$398M +$360M +7,348,478 +973%
Morgan Stanley
3
Morgan Stanley
New York
$350M +$58.9M +1,201,006 +20%
Prudential Financial
4
Prudential Financial
New Jersey
$172M +$490 +10 +0%
Wells Fargo
5
Wells Fargo
California
$142M +$42.3M +863,132 +43%
LPL Financial
6
LPL Financial
California
$129M +$68.7M +1,401,750 +115%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$100M +$17.7M +360,509 +21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$97.6M +$24.8M +504,705 +34%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$66.3M +$58.8M +1,199,318 +795%
UBS Group
10
UBS Group
Switzerland
$62.6M +$38.5M +785,704 +160%
Osaic Holdings
11
Osaic Holdings
Arizona
$56M +$32.9M +670,225 +143%
TW
12
Transform Wealth
Colorado
$51.7M +$51.5M +1,050,507 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$50.3M +$26.3M +536,052 +110%
IFG
14
Independent Financial Group
California
$44.6M +$2.23M +45,503 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$43M +$14.2M +290,011 +49%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$34.2M +$31.3M +639,181 +1,111%
SGI
17
Summit Global Investments
Utah
$29.2M +$4.89M +99,723 +20%
CA
18
Crane Advisory
California
$27.7M +$6.1M +124,365 +28%
SWP
19
Stratos Wealth Partners
Ohio
$26.7M +$25.6M +521,993 +2,348%
Stifel Financial
20
Stifel Financial
Missouri
$24.8M -$3.79M -77,249 -13%
IA
21
IAM Advisory
Pennsylvania
$22.3M +$10.5M +214,690 +89%
RJA
22
Raymond James & Associates
Florida
$21.2M +$10.1M +205,544 +91%
TFA
23
Transamerica Financial Advisors
Florida
$19.6M +$4.05M +82,635 +26%
GVAG
24
Great Valley Advisor Group
Delaware
$18.7M +$18.7M +380,509 New
IWMWV
25
Ironwood Wealth Management (West Virginia)
West Virginia
$18M -$184K -3,744 -1%