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PGIM AAA CLO ETF
PAAA

Overview Fund Activity

85 hedge funds and large institutions have $2.68B invested in PGIM AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 43 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+33
Holders Change %
+63.46%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
35
Increased
43
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.31B
2
Prudential Financial
2
Prudential Financial
New Jersey
$666M
3
Morgan Stanley
3
Morgan Stanley
New York
$88.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$43.9M
5
Bank of America
5
Bank of America
North Carolina
$49M

Top Sellers

1
ARG
1
Advisory Resource Group
Oklahoma
$0
2
Jane Street
2
Jane Street
New York
$263K
3
OCPWS
3
One Charles Private Wealth Services
Massachusetts
$271K
4
TLA
4
Tanglewood Legacy Advisors
Texas
$5.35M
5
AWS
5
Atria Wealth Solutions
New York
$290K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
51
WealthPLAN Partners
Nebraska
$1.3M +$576K +11,258 +80%
PW
52
Potentia Wealth
California
$1.28M +$1.28M +25,057 New
HighTower Advisors
53
HighTower Advisors
Illinois
$1.1M +$1.1M +21,576 New
HI
54
Harbour Investments
Wisconsin
$1.07M +$288K +5,626 +37%
EH
55
Equitable Holdings
New York
$1.03M +$1.03M +20,030 New
CAAM
56
Cornerstone Advisors Asset Management
Pennsylvania
$1M +$1M +19,562 New
IAA
57
Independent Advisor Alliance
North Carolina
$985K +$985K +19,231 New
CFO
58
Collective Family Office
Pennsylvania
$970K +$41.5K +810 +4%
FAIM
59
Financial Advocates Investment Management
Washington
$762K +$762K +14,879 New
RPCA
60
Running Point Capital Advisors
California
$543K +$543K +10,608 New
VPP
61
Vertex Planning Partners
Illinois
$541K +$541K +10,558 New
MCA
62
MSH Capital Advisors
Arizona
$512K +$5.02K +98 +1%
ARC
63
Advisor Resource Council
Texas
$506K +$506K +9,892 New
EMC
64
Everest Management Corp
California
$486K +$486K +9,497 New
JWCA
65
J.W. Cole Advisors
Florida
$450K -$13.4K -262 -3%
MCM
66
MAI Capital Management
Ohio
$446K +$446K +8,719 New
IWS
67
Insight Wealth Strategies
California
$440K +$440K +8,587 New
FTUS
68
Flow Traders U.S.
New York
$408K +$408K +7,978 New
BWP
69
BlueStem Wealth Partners
Minnesota
$378K +$378K +7,383 New
FT
70
Fiduciary Trust
Massachusetts
$307K – – –
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$291K +$291K +5,675 New
AWS
72
Atria Wealth Solutions
New York
$290K -$30.2K -587 -9%
PTC
73
Private Trust Company
Ohio
$281K +$24.7K +483 +10%
IWC
74
Integrated Wealth Concepts
Massachusetts
$279K – – –
MAS
75
MPWM Advisory Solutions
Georgia
$274K +$274K +5,352 New
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