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PGIM AAA CLO ETF

152 hedge funds and large institutions have $2.62B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

159% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 29

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

19% more funds holding

Funds holding: 128152 (+24)

8% more capital invested

Capital invested by funds: $2.43B → $2.62B (+$184M)

3.4% less ownership

Funds ownership: 79.15%75.76% (-3.4%)

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
38
Increased
75
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$10.1M -$2.56M -49,976 -20%
CTI
27
Community Trust & Investment
Kentucky
$10M -$78.9K -1,542 -0.8%
SPIA
28
Steward Partners Investment Advisory
New York
$9.75M +$6.81M +133,063 +236%
AAS
29
Ameritas Advisory Services
Nebraska
$9.54M -$16.3M -319,148 -63%
HFM
30
Hartford Financial Management
Connecticut
$9.49M +$531K +10,372 +6%
IC
31
Inscription Capital
Texas
$9.44M +$9.39M +183,522 New
WP
32
WealthPLAN Partners
Nebraska
$9.2M +$5.36M +104,631 +141%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.82M +$1.39M +27,194 +19%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.52M +$5.6M +109,454 +195%
USCWA
35
U.S. Capital Wealth Advisors
Texas
$8.42M +$217K +4,248 +3%
CCB
36
Country Club Bank
Missouri
$8.16M -$20.3K -397 -0.2%
CCA
37
Cooper Capital Advisors
California
$8.12M -$189K -3,687 -2%
NP
38
Nilsine Partners
Colorado
$8.08M +$936K +18,285 +13%
Truist Financial
39
Truist Financial
North Carolina
$8.01M +$191K +3,725 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.57M +$1.34M +26,111 +22%
TC
41
Toews Corporation
New Jersey
$7.54M +$7.5M +146,527 New
QC
42
Quadrature Capital
United Kingdom
$5.86M +$4.95M +96,673 +562%
AW
43
Atlas Wealth
Ohio
$5.7M +$485K +9,483 +9%
FWM
44
Foguth Wealth Management
Michigan
$5.56M +$4.98M +97,290 +907%
LFAS
45
Level Four Advisory Services
Texas
$5.52M +$5.49M +107,286 New
SAW
46
Signal Advisors Wealth
Michigan
$5.48M +$4.91M +95,884 +894%
FHA
47
Flagship Harbor Advisors
Massachusetts
$5.13M -$10.7M -208,295 -68%
KWM
48
Kingsview Wealth Management
Oregon
$4.97M -$1.43M -27,851 -22%
BCM
49
Basso Capital Management
Connecticut
$4.63M +$4.61M +90,000 New
SA
50
Sanctuary Advisors
Indiana
$4.5M -$23.4K -457 -0.5%

PAAA Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q2 2025, worth a combined $2.62B — up 7.6% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PAAA positions and 14 closed out — a net gain of 24 holders — while 75 added to existing stakes and 29 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $53.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $85.7M sold.

  • 152 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $2.62B of PGIM AAA CLO ETF stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 38 funds opened new PGIM AAA CLO ETF positions in Q2 2025 and 14 closed out, a net change of +24 holders.
  • The largest PGIM AAA CLO ETF buyer in Q2 2025 was Independent Financial Group, an estimated $53.1M added.
  • The largest PGIM AAA CLO ETF seller in Q2 2025 was TownSquare Capital, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2025.