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PGIM AAA CLO ETF
PAAA

86 hedge funds and large institutions have $2.69B invested in PGIM AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

760% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 5

702% more capital invested

Capital invested by funds: $335M → $2.69B (+$2.35B)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

65% more funds holding

Funds holding: 52 → 86 (+34)

13.6% more ownership

Funds ownership: 68.38% → 81.98% (+14%)

Holders
86
Holders Change
+34
Holders Change %
+65.38%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
43
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$570M
2
Morgan Stanley
Morgan Stanley
New York
+$78.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$43.9M
4
Bank of America
Bank of America
North Carolina
+$42.7M
5
LPL Financial
LPL Financial
California
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
ARG
Advisory Resource Group
Oklahoma
-$3.35M
2
Jane Street
Jane Street
New York
-$2.17M
3
OCPWS
One Charles Private Wealth Services
Massachusetts
-$1.52M
4
TLA
Tanglewood Legacy Advisors
Texas
-$131K
5
AWS
Atria Wealth Solutions
New York
-$30.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTI
26
Community Trust & Investment
Kentucky
$4.74M +$4.75M +92,656 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.67M +$4.21M +82,256 +927%
KWM
28
Kingsview Wealth Management
Oregon
$4.43M +$4.44M +86,618 New
SA
29
Sanctuary Advisors
Indiana
$4.4M +$47.8K +933 +1%
AI
30
Atria Investments
North Carolina
$4.38M +$202K +3,938 +5%
LWM
31
Laidlaw Wealth Management
New York
$4.35M +$1.79M +35,038 +70%
IA
32
IFP Advisors
Florida
$4.32M +$1.92M +37,512 +80%
AW
33
Atlas Wealth
Ohio
$4.28M +$4.07M +79,371 +1,877%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$4.15M +$4.15M +80,991 New
IFG
35
Independent Financial Group
California
$3.62M +$3.62M +70,686 New
MC
36
Middleton & Co
Massachusetts
$3.47M +$2.04M +39,925 +143%
CCB
37
Country Club Bank
Missouri
$3.09M +$3.09M +60,385 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$2.59M +$2.1M +40,912 +422%
MOS
39
MGO One Seven
Ohio
$2.49M +$2.49M +48,671 New
SPIA
40
Steward Partners Investment Advisory
New York
$2.48M +$367K +7,166 +17%
KW
41
KWB Wealth
California
$2.42M +$886K +17,304 +58%
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.94M +$1.02M +19,987 +112%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$1.8M +$1.02M +19,884 +130%
KAS
44
Kestra Advisory Services
Texas
$1.58M +$1M +19,538 +173%
EFS
45
Essex Financial Services
Connecticut
$1.52M +$653K +12,757 +76%
HPC
46
HM Payson & Co
Maine
$1.5M +$1.5M +29,359 New
Stifel Financial
47
Stifel Financial
Missouri
$1.42M +$837K +16,337 +143%
PAG
48
Private Advisor Group
New Jersey
$1.4M +$1.03M +20,134 +283%
SWP
49
Stratos Wealth Partners
Ohio
$1.39M +$495K +9,664 +55%
Citadel Advisors
50
Citadel Advisors
Florida
$1.37M +$1.37M +26,694 New
1
2
3 4

PAAA Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q4 2024, worth a combined $2.69B — up 702% from $335M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PAAA positions and 1 closed out — a net gain of 35 holders — while 43 added to existing stakes and 5 trimmed.

The largest buyer was Prudential Financial, adding an estimated $570M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $3.35M sold.

  • 86 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $2.69B of PGIM AAA CLO ETF stock for Q4 2024, up 702% quarter-over-quarter.
  • 36 funds opened new PGIM AAA CLO ETF positions in Q4 2024 and 1 closed out, a net change of +35 holders.
  • The largest PGIM AAA CLO ETF buyer in Q4 2024 was Prudential Financial, an estimated $570M added.
  • The largest PGIM AAA CLO ETF seller in Q4 2024 was Advisory Resource Group, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2024.