We are live on ! Find out more
PAAA icon

PGIM AAA CLO ETF

198 hedge funds and large institutions have $4.66B invested in PGIM AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $3.49B → $4.66B (+$1.18B)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more funds holding

Funds holding: 179198 (+19)

1.47% more ownership

Funds ownership: 77.12%78.59% (+1.5%)

Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
39
Increased
95
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$17.7M +$3.35M +65,327 +23%
FG
27
Fiduciary Group
Georgia
$16.6M +$2.23M +43,391 +15%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$16.2M +$850K +16,567 +6%
NP
29
Nilsine Partners
Colorado
$15.7M +$1.97M +38,312 +14%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$15.6M -$368K -7,161 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15.6M +$1.8M +35,109 +13%
SA
32
Sanctuary Advisors
Indiana
$15.4M +$10.8M +211,270 +236%
EWA
33
EverSource Wealth Advisors
Alabama
$14.9M +$17.6K +343 +0.1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$14.4M +$4.63M +90,240 +48%
AF
35
Advisornet Financial
Minnesota
$13.2M +$4.66M +90,751 +54%
KAS
36
Kestra Advisory Services
Texas
$12.9M -$2.16M -42,009 -14%
TRCT
37
Tower Research Capital (TRC)
New York
$12.5M +$11.6M +225,971 +1,309%
AC
38
Addison Capital
Pennsylvania
$11.7M +$8.75M +170,478 +292%
Truist Financial
39
Truist Financial
North Carolina
$10.6M -$336K -6,552 -3%
LFAS
40
Level Four Advisory Services
Texas
$10.5M +$4.85M +94,526 +85%
CTI
41
Community Trust & Investment
Kentucky
$10M -$119K -2,327 -1%
HFM
42
Hartford Financial Management
Connecticut
$9.91M +$332K +6,463 +3%
FHA
43
Flagship Harbor Advisors
Massachusetts
$8.61M -$1.45M -28,201 -14%
KWM
44
Kingsview Wealth Management
Oregon
$8.51M +$2.17M +42,360 +34%
MSG
45
Main Street Group
Virginia
$8.17M +$8.18M +159,391 New
TLA
46
Tanglewood Legacy Advisors
Texas
$7.87M +$377K +7,339 +5%
BCM
47
Basso Capital Management
Connecticut
$7.82M +$2.19M +42,606 +39%
MML Investors Services
48
MML Investors Services
Massachusetts
$7.7M +$2.96M +57,618 +62%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$7.69M +$2.27M +44,309 +42%
RWA
50
Redhawk Wealth Advisors
Minnesota
$7.58M +$7.59M +147,846 New