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PGIM AAA CLO ETF

128 hedge funds and large institutions have $2.43B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 7

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

49% more funds holding

Funds holding: 86128 (+42)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.82% less ownership

Funds ownership: 81.98%79.15% (-2.8%)

9% less capital invested

Capital invested by funds: $2.69B → $2.43B (-$251M)

Holders
128
Holders Change
+42
Holders Change %
+48.84%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
50
Increased
62
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EverSource Wealth Advisors
Alabama
$12.6M +$12.6M +245,892 New
TLA
27
Tanglewood Legacy Advisors
Texas
$11.6M +$6.2M +120,742 +116%
AAS
28
Avantax Advisory Services
Texas
$10.6M +$10.6M +205,985 New
CTI
29
Community Trust & Investment
Kentucky
$10.1M +$5.32M +103,627 +112%
HFM
30
Hartford Financial Management
Connecticut
$8.93M -$325K -6,334 -4%
CCA
31
Cooper Capital Advisors
California
$8.28M +$8.29M +161,417 New
USCWA
32
U.S. Capital Wealth Advisors
Texas
$8.18M +$4.03M +78,505 +97%
CCB
33
Country Club Bank
Missouri
$8.15M +$5.06M +98,594 +163%
Truist Financial
34
Truist Financial
North Carolina
$7.79M +$1.39M +27,173 +22%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.4M +$1.93M +37,599 +35%
NP
36
Nilsine Partners
Colorado
$7.12M +$7.12M +138,751 New
KWM
37
Kingsview Wealth Management
Oregon
$6.39M +$1.94M +37,891 +44%
HighTower Advisors
38
HighTower Advisors
Illinois
$6.21M +$5.1M +99,394 +461%
PW
39
Potentia Wealth
California
$5.41M +$4.13M +80,423 +321%
AW
40
Atlas Wealth
Ohio
$5.22M +$936K +18,233 +22%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4.83M +$2.24M +43,556 +86%
SA
42
Sanctuary Advisors
Indiana
$4.51M +$121K +2,358 +3%
AI
43
Atria Investments
North Carolina
$4.5M +$110K +2,143 +3%
MC
44
Middleton & Co
Massachusetts
$4.22M +$739K +14,400 +21%
AAG
45
Accordant Advisory Group
Maryland
$4.06M +$4.06M +79,079 New
MOS
46
MGO One Seven
Ohio
$3.99M +$1.49M +29,021 +60%
WP
47
WealthPLAN Partners
Nebraska
$3.8M +$2.5M +48,770 +192%
PFS
48
Prospera Financial Services
Texas
$3.19M +$3.19M +62,203 New
SPIA
49
Steward Partners Investment Advisory
New York
$2.89M +$406K +7,914 +16%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.88M -$1.8M -35,071 -38%

PAAA Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q1 2025, worth a combined $2.43B — down 9.4% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PAAA positions and 7 closed out — a net gain of 43 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Prudential Financial, adding an estimated $369M. The largest seller was Straightline Group, exiting entirely with an estimated $17.6M sold.

  • 128 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $2.43B of PGIM AAA CLO ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 50 funds opened new PGIM AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +43 holders.
  • The largest PGIM AAA CLO ETF buyer in Q1 2025 was Prudential Financial, an estimated $369M added.
  • The largest PGIM AAA CLO ETF seller in Q1 2025 was Straightline Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2025.