We are live on ! Find out more
PAAA icon

PGIM AAA CLO ETF

233 hedge funds and large institutions have $6.31B invested in PGIM AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 55

35% more capital invested

Capital invested by funds: $4.66B → $6.31B (+$1.65B)

18% more funds holding

Funds holding: 198233 (+35)

0.99% less ownership

Funds ownership: 78.59%77.6% (-0.99%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
233
Holders Change
+35
Holders Change %
+17.68%
% of All Funds
2.87%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
57
Increased
108
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$8.82M +$8.85M +172,255 New
BCM
52
Basso Capital Management
Connecticut
$8.7M +$893K +17,387 +11%
FHA
53
Flagship Harbor Advisors
Massachusetts
$8.25M -$340K -6,619 -4%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$8.14M +$460K +8,957 +6%
PAG
55
Private Advisor Group
New Jersey
$8.03M +$1.28M +24,924 +19%
KIM
56
Kestra Investment Management
Texas
$7.88M +$7.91M +154,021 New
RWA
57
Redhawk Wealth Advisors
Minnesota
$7.56M -$5.7K -111 -0.1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$7.11M +$2.48M +48,287 +53%
BRPW
59
Ballast Rock Private Wealth
South Carolina
$7.06M +$2.49M +48,465 +54%
MML Investors Services
60
MML Investors Services
Massachusetts
$6.65M -$1.04M -20,198 -13%
TC
61
Toews Corporation
New Jersey
$6.52M -$211K -4,100 -3%
WP
62
WealthPLAN Partners
Nebraska
$6.14M -$12M -233,403 -66%
MOS
63
MGO One Seven
Ohio
$6.08M +$364K +7,085 +6%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$6.04M +$1.97M +38,352 +48%
KWM
65
Kingsview Wealth Management
Oregon
$5.94M -$2.56M -49,875 -30%
Principal Financial Group
66
Principal Financial Group
Iowa
$5.84M +$2.87M +55,850 +96%
IAP
67
Indie Asset Partners
Indiana
$5.64M +$720K +14,018 +15%
Stifel Financial
68
Stifel Financial
Missouri
$5.62M -$93.4K -1,819 -2%
TWM
69
Triton Wealth Management
Arizona
$5.62M +$84.7K +1,648 +2%
IAA
70
Independent Advisor Alliance
North Carolina
$5.59M +$5.29M +103,068 +1,657%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$5.45M +$868K +16,905 +19%
IA
72
IFP Advisors
Florida
$5.35M +$2.12M +41,174 +65%
Cerity Partners
73
Cerity Partners
New York
$5.31M +$5.33M +103,673 New
MC
74
Middleton & Co
Massachusetts
$5.27M +$649K +12,625 +14%
PIWA
75
Prevail Innovative Wealth Advisors
Kansas
$5.17M +$1.33M +25,855 +34%