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PGIM AAA CLO ETF
PAAA

Overview Fund Activity

125 hedge funds and large institutions have $2.42B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 60 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+40
Holders Change %
+47.06%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
49
Increased
60
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$1.04B
2
Bank of America
2
Bank of America
North Carolina
$220M
3
Morgan Stanley
3
Morgan Stanley
New York
$140M
4
TC
4
TownSquare Capital
Utah
$85.7M
5
LPL Financial
5
LPL Financial
California
$133M

Top Sellers

1
SG
1
Straightline Group
Michigan
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$25.9M
3
LWM
3
Laidlaw Wealth Management
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.88M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TLA
26
Tanglewood Legacy Advisors
Texas
$11.6M +$6.2M +120,742 +116%
AAS
27
Avantax Advisory Services
Texas
$10.6M +$10.6M +205,985 New
CTI
28
Community Trust & Investment
Kentucky
$10.1M +$5.32M +103,627 +112%
HFM
29
Hartford Financial Management
Connecticut
$8.93M -$325K -6,334 -4%
CCA
30
Cooper Capital Advisors
California
$8.28M +$8.28M +161,417 New
USCWA
31
U.S. Capital Wealth Advisors
Texas
$8.18M +$4.03M +78,505 +97%
CCB
32
Country Club Bank
Missouri
$8.15M +$5.05M +98,594 +163%
Truist Financial
33
Truist Financial
North Carolina
$7.79M +$1.39M +27,173 +22%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.4M +$1.93M +37,599 +35%
NP
35
Nilsine Partners
Colorado
$7.12M +$7.12M +138,751 New
KWM
36
Kingsview Wealth Management
Oregon
$6.39M +$1.94M +37,891 +44%
HighTower Advisors
37
HighTower Advisors
Illinois
$6.21M +$5.1M +99,394 +461%
PW
38
Potentia Wealth
California
$5.41M +$4.13M +80,423 +321%
AW
39
Atlas Wealth
Ohio
$5.23M +$936K +18,233 +22%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$4.83M +$2.23M +43,556 +86%
AI
41
Atria Investments
North Carolina
$4.5M +$110K +2,143 +3%
MC
42
Middleton & Co
Massachusetts
$4.22M +$739K +14,400 +21%
AAG
43
Accordant Advisory Group
Maryland
$4.06M +$4.06M +79,079 New
MOS
44
MGO One Seven
Ohio
$3.99M +$1.49M +29,021 +60%
WP
45
WealthPLAN Partners
Nebraska
$3.8M +$2.5M +48,770 +192%
PFS
46
Prospera Financial Services
Texas
$3.19M +$3.19M +62,203 New
SPIA
47
Steward Partners Investment Advisory
New York
$2.89M +$406K +7,914 +16%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.88M -$1.8M -35,071 -38%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$2.72M +$909K +17,710 +50%
Stifel Financial
50
Stifel Financial
Missouri
$2.48M +$1.05M +20,557 +74%
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