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PGIM AAA CLO ETF

179 hedge funds and large institutions have $3.49B invested in PGIM AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

246% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 28

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.62B → $3.49B (+$870M)

18% more funds holding

Funds holding: 152179 (+27)

1.37% more ownership

Funds ownership: 75.76%77.12% (+1.4%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
42
Increased
97
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
26
Fiduciary Group
Georgia
$14.4M +$1.21M +23,588 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$14.4M +$6.78M +131,986 +90%
WP
28
WealthPLAN Partners
Nebraska
$14M +$4.8M +93,498 +52%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.9M +$5.33M +103,793 +63%
NP
30
Nilsine Partners
Colorado
$13.8M +$5.71M +111,109 +71%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$13M +$13M +252,676 New
Citadel Advisors
32
Citadel Advisors
Florida
$11.1M -$3.19M -62,017 -22%
IC
33
Inscription Capital
Texas
$11.1M +$1.65M +32,129 +18%
Truist Financial
34
Truist Financial
North Carolina
$11M +$3.01M +58,634 +38%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$10.6M +$10.6M +205,593 New
CTI
36
Community Trust & Investment
Kentucky
$10.2M +$180K +3,504 +2%
FHA
37
Flagship Harbor Advisors
Massachusetts
$10.1M +$4.95M +96,318 +97%
CCA
38
Cooper Capital Advisors
California
$9.86M +$1.73M +33,684 +21%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$9.78M +$955K +18,589 +11%
PW
40
Potentia Wealth
California
$9.73M +$9.71M +188,860 New
HFM
41
Hartford Financial Management
Connecticut
$9.63M +$127K +2,474 +1%
AF
42
Advisornet Financial
Minnesota
$8.61M +$7.47M +145,338 +663%
CCB
43
Country Club Bank
Missouri
$8.21M +$42.3K +824 +0.5%
TLA
44
Tanglewood Legacy Advisors
Texas
$7.53M -$2.96M -57,506 -28%
TC
45
Toews Corporation
New Jersey
$7.19M -$360K -7,000 -5%
KWM
46
Kingsview Wealth Management
Oregon
$6.36M +$1.38M +26,909 +28%
AW
47
Atlas Wealth
Ohio
$5.76M +$24.2K +471 +0.4%
LFAS
48
Level Four Advisory Services
Texas
$5.71M +$183K +3,558 +3%
BCM
49
Basso Capital Management
Connecticut
$5.66M +$1.03M +19,950 +22%
PAG
50
Private Advisor Group
New Jersey
$5.62M +$2.62M +51,034 +88%