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PGIM AAA CLO ETF

128 hedge funds and large institutions have $2.43B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 7

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

49% more funds holding

Funds holding: 86128 (+42)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.82% less ownership

Funds ownership: 81.98%79.15% (-2.8%)

9% less capital invested

Capital invested by funds: $2.69B → $2.43B (-$251M)

Holders
128
Holders Change
+42
Holders Change %
+48.84%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
50
Increased
62
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$2.72M +$909K +17,710 +50%
Stifel Financial
52
Stifel Financial
Missouri
$2.48M +$1.06M +20,557 +74%
PAG
53
Private Advisor Group
New Jersey
$2.44M +$1.05M +20,368 +75%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.4M +$2.4M +46,742 New
KAS
55
Kestra Advisory Services
Texas
$2.37M +$793K +15,443 +50%
EFS
56
Essex Financial Services
Connecticut
$2.3M +$780K +15,202 +51%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$2.1M +$783K +15,253 +60%
KW
58
KWB Wealth
California
$2.07M -$349K -6,793 -14%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.59M +$1.3M +25,407 +448%
HPC
60
HM Payson & Co
Maine
$1.51M
ACM
61
Andina Capital Management
Utah
$1.43M +$1.43M +27,927 New
SWP
62
Stratos Wealth Partners
Ohio
$1.37M -$18.9K -368 -1%
Principal Financial Group
63
Principal Financial Group
Iowa
$1.37M +$1.37M +26,750 New
AAS
64
Asset Allocation Strategies
Michigan
$1.37M +$12.8K +250 +0.9%
MFG
65
Merit Financial Group
Georgia
$1.32M +$1.32M +25,727 New
PWH
66
Priebe Wealth Holdings
Minnesota
$1.18M +$1.18M +22,995 New
PCIA
67
Prime Capital Investment Advisors
Kansas
$1.15M +$1.15M +22,450 New
EH
68
Equitable Holdings
New York
$1.13M +$104K +2,020 +10%
HI
69
Harbour Investments
Wisconsin
$1.1M +$24.8K +483 +2%
WAM
70
Worth Asset Management
Texas
$1.07M +$1.07M +20,827 New
IWS
71
Insight Wealth Strategies
California
$1.07M +$627K +12,207 +142%
AWA
72
Acorn Wealth Advisors
Michigan
$1.06M +$1.06M +20,702 New
DADC
73
D.A. Davidson & Co
Montana
$1.01M +$1.01M +19,750 New
VIA
74
Virtus Investment Advisers
Connecticut
$1.01M +$1.01M +19,745 New
LFP
75
Lakeshore Financial Planning
Michigan
$1.01M +$1.01M +19,702 New

PAAA Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q1 2025, worth a combined $2.43B — down 9.4% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PAAA positions and 7 closed out — a net gain of 43 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Prudential Financial, adding an estimated $369M. The largest seller was Straightline Group, exiting entirely with an estimated $17.6M sold.

  • 128 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $2.43B of PGIM AAA CLO ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 50 funds opened new PGIM AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +43 holders.
  • The largest PGIM AAA CLO ETF buyer in Q1 2025 was Prudential Financial, an estimated $369M added.
  • The largest PGIM AAA CLO ETF seller in Q1 2025 was Straightline Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2025.