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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.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+23
Holders Change %
+18.4%
% of All Funds
1.98%
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 Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$9.75M +$6.85M +133,063 +236%
AAS
27
Ameritas Advisory Services
Nebraska
$9.54M -$16.4M -319,148 -63%
HFM
28
Hartford Financial Management
Connecticut
$9.49M +$534K +10,372 +6%
IC
29
Inscription Capital
Texas
$9.44M +$9.44M +183,522 New
WP
30
WealthPLAN Partners
Nebraska
$9.2M +$5.38M +104,631 +141%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$8.82M +$1.4M +27,194 +19%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$8.52M +$5.63M +109,454 +195%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$8.42M +$219K +4,248 +3%
CCB
34
Country Club Bank
Missouri
$8.16M -$20.4K -397 -0.2%
CCA
35
Cooper Capital Advisors
California
$8.12M -$190K -3,687 -2%
NP
36
Nilsine Partners
Colorado
$8.08M +$941K +18,285 +13%
Truist Financial
37
Truist Financial
North Carolina
$8.01M +$192K +3,725 +2%
HighTower Advisors
38
HighTower Advisors
Illinois
$7.57M +$1.34M +26,111 +22%
TC
39
Toews Corporation
New Jersey
$7.54M +$7.54M +146,527 New
Osaic Holdings
40
Osaic Holdings
Arizona
$6.38M -$11.1M -216,397 -63%
QC
41
Quadrature Capital
United Kingdom
$5.86M +$4.98M +96,673 +562%
AW
42
Atlas Wealth
Ohio
$5.7M +$486K +9,483 +9%
FWM
43
Foguth Wealth Management
Michigan
$5.56M +$5.01M +97,290 +907%
LFAS
44
Level Four Advisory Services
Texas
$5.52M +$5.52M +107,286 New
SAW
45
Signal Advisors Wealth
Michigan
$5.48M +$4.93M +95,884 +894%
FHA
46
Flagship Harbor Advisors
Massachusetts
$5.13M -$10.7M -208,295 -68%
KWM
47
Kingsview Wealth Management
Oregon
$4.97M -$1.43M -27,851 -22%
BCM
48
Basso Capital Management
Connecticut
$4.63M +$4.63M +90,000 New
TWM
49
Triton Wealth Management
Arizona
$4.47M +$4.47M +86,855 New
MC
50
Middleton & Co
Massachusetts
$4.32M +$95.2K +1,850 +2%