PGIM Ultra Short Bond ETF
PULS
251 hedge funds and large institutions have $4.43B invested in PGIM Ultra Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 38 closing their positions.
50% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 38
12% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 85
7% more funds holding
Funds holding: 234 → 251 (+17)
6% more capital invested
Capital invested by funds: $4.18B → $4.43B (+$247M)
0.06% more ownership
Funds ownership: 76.13% → 76.19% (+0.06%)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$171M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$73.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$50.1M |
| 4 |
Morgan Stanley
New York
|
+$49.6M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$43.9M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$25.2M |
| 4 |
SWM
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$19.2M |
| 5 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$19M |
PULS Hedge Fund Activity: Q4 2023 in Review
251 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PGIM Ultra Short Bond ETF (PULS) for Q4 2023, worth a combined $4.43B — up 5.9% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new PULS positions and 38 closed out — a net gain of 19 holders — while 95 added to existing stakes and 85 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $171M. The largest seller was Fidelity Investments, cutting an estimated $75.8M.
- 251 institutional investors held PGIM Ultra Short Bond ETF (PULS) as of Q4 2023, up from 234 in Q3 2023.
- Funds reported $4.43B of PGIM Ultra Short Bond ETF stock for Q4 2023, up 5.9% quarter-over-quarter.
- 57 funds opened new PGIM Ultra Short Bond ETF positions in Q4 2023 and 38 closed out, a net change of +19 holders.
- The largest PGIM Ultra Short Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $171M added.
- The largest PGIM Ultra Short Bond ETF seller in Q4 2023 was Fidelity Investments, an estimated $75.8M sold.
Based on aggregated 13F filings for Q4 2023.