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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
IC
51
Inscription Capital
Texas
$7.33M -$3.73M -72,621 -34%
PAG
52
Private Advisor Group
New Jersey
$6.77M +$1.18M +22,978 +21%
TC
53
Toews Corporation
New Jersey
$6.74M -$410K -7,997 -6%
RPCA
54
Running Point Capital Advisors
California
$6.51M +$4.05M +78,840 +164%
Stifel Financial
55
Stifel Financial
Missouri
$5.72M +$384K +7,481 +7%
MOS
56
MGO One Seven
Ohio
$5.72M +$1.52M +29,596 +36%
TWM
57
Triton Wealth Management
Arizona
$5.56M +$1.06M +20,668 +24%
AW
58
Atlas Wealth
Ohio
$5.36M -$370K -7,209 -6%
FNBOO
59
First National Bank of Omaha
Nebraska
$4.95M +$4.95M +96,513 New
IAP
60
Indie Asset Partners
Indiana
$4.93M +$2.12M +41,388 +75%
SF
61
Summit Financial
New Jersey
$4.9M +$431K +8,389 +10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$4.65M -$283K -5,512 -6%
MC
63
Middleton & Co
Massachusetts
$4.64M +$400K +7,790 +9%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$4.59M +$4.59M +89,509 New
BRPW
65
Ballast Rock Private Wealth
South Carolina
$4.56M +$4.57M +88,942 New
EFS
66
Essex Financial Services
Connecticut
$4.47M -$129K -2,504 -3%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$4.08M +$1.73M +33,736 +74%
PIWA
68
Prevail Innovative Wealth Advisors
Kansas
$3.85M +$1.85M +36,098 +93%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$3.77M +$3.78M +73,600 New
EWP
70
Evergreen Wealth Partners
Montana
$3.36M +$3.37M +65,645 New
CIA
71
Concurrent Investment Advisors
Florida
$3.34M -$417K -8,126 -11%
FFA
72
Farther Finance Advisors
California
$3.25M +$385K +7,501 +13%
E
73
Entelevest
Florida
$3.25M +$3.25M +63,307 New
IA
74
IFP Advisors
Florida
$3.24M +$679K +13,222 +26%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$3.19M +$3.19M +62,135 New