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PGIM AAA CLO ETF
PAAA

Overview Fund Activity

148 hedge funds and large institutions have $2.54B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+23
Holders Change %
+18.4%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
73
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$269M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.5M
3
Prudential Financial
Prudential Financial
New Jersey
$1.06B
4
Jones Financial Companies
Jones Financial Companies
Missouri
$73.2M
5
Morgan Stanley
Morgan Stanley
New York
$161M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.7M
3
NG
Norden Group
Utah
$66.1M
4
AAS
Ameritas Advisory Services
Nebraska
$9.54M
5
CIA
Concurrent Investment Advisors
Florida
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$4.28M +$1.88M +36,521 +78%
MOS
52
MGO One Seven
Ohio
$4.19M +$190K +3,699 +5%
CIA
53
Concurrent Investment Advisors
Florida
$4.13M -$16.2M -315,445 -80%
EFS
54
Essex Financial Services
Connecticut
$4.05M +$1.74M +33,906 +76%
Stifel Financial
55
Stifel Financial
Missouri
$3.6M +$1.12M +21,674 +45%
PAG
56
Private Advisor Group
New Jersey
$2.98M +$535K +10,400 +22%
PFS
57
Prospera Financial Services
Texas
$2.9M -$296K -5,746 -9%
KAS
58
Kestra Advisory Services
Texas
$2.86M +$476K +9,242 +20%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.74M +$1.14M +22,254 +72%
KW
60
KWB Wealth
California
$2.66M +$582K +11,352 +28%
MSFS
61
Main Street Financial Solutions
Pennsylvania
$2.29M -$434K -8,441 -16%
MFG
62
Merit Financial Group
Georgia
$2.2M +$881K +17,130 +67%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$2.16M +$52.1K +1,012 +2%
EH
64
Equitable Holdings
New York
$1.95M +$820K +15,934 +72%
GDP
65
Great Diamond Partners
Maine
$1.87M +$1.87M +36,346 New
Principal Financial Group
66
Principal Financial Group
Iowa
$1.83M +$451K +8,775 +33%
DWM
67
Denver Wealth Management
Colorado
$1.72M +$1.72M +33,499 New
AI
68
Atria Investments
North Carolina
$1.72M -$2.8M -54,443 -62%
PIWA
69
Prevail Innovative Wealth Advisors
Kansas
$1.61M +$1.61M +31,365 New
ACM
70
Andina Capital Management
Utah
$1.55M +$110K +2,129 +8%
SWP
71
Stratos Wealth Partners
Ohio
$1.45M +$75.2K +1,461 +5%
JWCA
72
J.W. Cole Advisors
Florida
$1.43M +$730K +14,196 +104%
MAA
73
Mraz Amerine & Associates
California
$1.4M +$1.02M +19,853 +271%
AAS
74
Asset Allocation Strategies
Michigan
$1.38M +$12K +234 +0.9%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.38M +$1.38M +26,804 New
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