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PGIM Ultra Short Bond ETF

337 hedge funds and large institutions have $8.07B invested in PGIM Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 97

43% more capital invested

Capital invested by funds: $5.63B → $8.07B (+$2.44B)

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

11% more funds holding

Funds holding: 304337 (+33)

1.58% more ownership

Funds ownership: 72.11%73.69% (+1.6%)

Holders
337
Holders Change
+33
Holders Change %
+10.86%
% of All Funds
4.44%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.3%
New
76
Increased
143
Reduced
97
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.4B +$150M +3,027,670 +12%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.33B +$294K +5,917 +28%
Prudential Financial
3
Prudential Financial
New Jersey
$1.1B +$375M +7,560,005 +52%
Morgan Stanley
4
Morgan Stanley
New York
$638M +$30.9M +621,714 +5%
Bank of America
5
Bank of America
North Carolina
$380M +$34.1M +685,718 +10%
LPL Financial
6
LPL Financial
California
$341M +$35.7M +719,161 +12%
Wells Fargo
7
Wells Fargo
California
$254M +$61M +1,227,633 +31%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$247M -$23.3M -468,411 -9%
Charles Schwab
9
Charles Schwab
California
$175M +$176M +3,533,442 New
Raymond James Financial
10
Raymond James Financial
Florida
$157M +$157M +3,162,246 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$131M +$19.8M +398,260 +18%
UBS Group
12
UBS Group
Switzerland
$126M +$8.59M +173,000 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$114M +$9.02M +181,526 +9%
Renaissance Technologies
14
Renaissance Technologies
New York
$91.7M +$8.52M +171,500 +10%
CA
15
Crane Advisory
California
$89.4M +$19.6M +393,901 +28%
MCM
16
MAI Capital Management
Ohio
$73.3M +$73.5M +1,479,244 New
Osaic Holdings
17
Osaic Holdings
Arizona
$64.8M +$8.54M +171,841 +15%
VIA
18
Vickerman Investment Advisors
Washington
$53.9M +$17.4M +349,966 +47%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$52.5M +$7.29M +146,803 +16%
Stifel Financial
20
Stifel Financial
Missouri
$47.9M +$7.66M +154,268 +19%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$40.7M -$12M -242,255 -23%
NA
22
NewEdge Advisors
Louisiana
$39.8M +$14.7M +296,848 +59%
MSG
23
Main Street Group
Virginia
$32.5M +$2.91M +58,552 +10%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$28.7M +$13.1M +263,576 +84%
AAS
25
Avantax Advisory Services
Texas
$28.6M +$2.9M +58,460 +11%