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PGIM AAA CLO ETF

233 hedge funds and large institutions have $6.31B invested in PGIM AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 55

35% more capital invested

Capital invested by funds: $4.66B → $6.31B (+$1.65B)

18% more funds holding

Funds holding: 198233 (+35)

0.99% less ownership

Funds ownership: 78.59%77.6% (-0.99%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
233
Holders Change
+35
Holders Change %
+17.68%
% of All Funds
2.87%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
57
Increased
108
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
26
Main Street Group
Virginia
$23.4M +$15.3M +297,820 +187%
PW
27
Potentia Wealth
California
$22.5M +$2.08M +40,487 +10%
Osaic Holdings
28
Osaic Holdings
Arizona
$21.8M -$364K -7,078 -2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$20.2M +$457K +8,888 +2%
Truist Financial
30
Truist Financial
North Carolina
$19.8M +$9.16M +178,254 +86%
FG
31
Fiduciary Group
Georgia
$19M +$2.48M +48,293 +15%
KAS
32
Kestra Advisory Services
Texas
$18.1M +$5.24M +101,909 +40%
SA
33
Sanctuary Advisors
Indiana
$17.8M +$2.46M +47,942 +16%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$17.7M +$1.5M +29,266 +9%
AC
35
Addison Capital
Pennsylvania
$16.8M +$5.09M +99,098 +43%
WAM
36
WNY Asset Management
New York
$16.5M +$16.6M +322,914 New
WIM
37
WealthPlan Investment Management
Nebraska
$16.1M +$16.1M +314,049 New
AAS
38
Ameritas Advisory Services
Nebraska
$15.6M -$7.19M -140,015 -31%
AF
39
Advisornet Financial
Minnesota
$15.6M +$2.37M +46,047 +18%
HighTower Advisors
40
HighTower Advisors
Illinois
$14.8M -$2.83M -55,166 -16%
NP
41
Nilsine Partners
Colorado
$14.2M -$1.57M -30,584 -10%
EWA
42
EverSource Wealth Advisors
Alabama
$14M -$789K -15,350 -5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$12.6M -$3.08M -59,875 -20%
CTI
44
Community Trust & Investment
Kentucky
$12.5M +$2.48M +48,250 +25%
FWM
45
Foguth Wealth Management
Michigan
$11.7M +$11.2M +218,083 +2,347%
TLA
46
Tanglewood Legacy Advisors
Texas
$11.4M +$3.59M +69,969 +46%
LFAS
47
Level Four Advisory Services
Texas
$11.4M +$844K +16,423 +8%
HFM
48
Hartford Financial Management
Connecticut
$9.93M +$32.4K +630 +0.3%
IC
49
Inscription Capital
Texas
$9.01M +$1.7M +33,046 +23%
AAS
50
Asset Allocation Strategies
Michigan
$8.91M +$6.83M +132,866 +322%