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PGIM AAA CLO ETF

148 hedge funds and large institutions have $2.54B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+23
Holders Change %
+18.4%
% of All Funds
1.99%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
73
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Prudential Financial
1
Prudential Financial
New Jersey
$1.06B 20,667,923 +472,028 +2%
Bank of America
2
Bank of America
North Carolina
$269M 5,219,399 +934,216 +22%
Morgan Stanley
3
Morgan Stanley
New York
$161M 3,128,135 +408,389 +15%
LPL Financial
4
LPL Financial
California
$149M 2,894,780 +307,929 +12%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$73.2M 1,423,466 +428,035 +43%
NG
6
Norden Group
Utah
$66.1M 1,284,302 -371,469 -22%
Renaissance Technologies
7
Renaissance Technologies
New York
$44.1M 857,693 -251,607 -23%
Raymond James Financial
8
Raymond James Financial
Florida
$43.4M 843,900 +199,218 +31%
Wells Fargo
9
Wells Fargo
California
$43M 836,062 +300,544 +56%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$40.4M 784,825 -26,132 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$37.7M 733,258 -464,768 -39%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$35.5M 689,582 +595,416 +632%
UBS Group
13
UBS Group
Switzerland
$35M 680,975 +21,324 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.7M 538,487 +196,520 +57%
PHWM
15
Pine Harbor Wealth Management
Maryland
$27.7M 538,354 +47,709 +10%
KPWS
16
Kestra Private Wealth Services
Texas
$25.6M 497,745 +235,174 +90%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$16.5M 322,421 +58,522 +22%
EWA
18
EverSource Wealth Advisors
Alabama
$15.2M 294,821 +48,929 +20%
Citadel Advisors
19
Citadel Advisors
Florida
$14.3M 278,138 +278,138 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.2M 276,625 -23,156 -8%
FG
21
Fiduciary Group
Georgia
$13.2M 256,521 +1,665 +0.7%
AAS
22
Avantax Advisory Services
Texas
$11.2M 217,716 +11,731 +6%
TLA
23
Tanglewood Legacy Advisors
Texas
$10.5M 203,754 -21,478 -10%
IA
24
IFP Advisors
Florida
$10.1M 196,676 -49,976 -20%
CTI
25
Community Trust & Investment
Kentucky
$10M 194,741 -1,542 -0.8%