PGIM AAA CLO ETF
PAAA
86 hedge funds and large institutions have $2.69B invested in PGIM AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 5 reducing their positions, and 1 closing their positions.
3,500% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 1
760% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 5
702% more capital invested
Capital invested by funds: $335M → $2.69B (+$2.35B)
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
65% more funds holding
Funds holding: 52 → 86 (+34)
13.6% more ownership
Funds ownership: 68.38% → 81.98% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$570M |
| 2 |
Morgan Stanley
New York
|
+$78.9M |
| 3 |
Renaissance Technologies
New York
|
+$43.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$3.35M |
| 2 |
Jane Street
New York
|
-$2.17M |
| 3 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$1.52M |
| 4 |
TLA
Tanglewood Legacy Advisors
Houston,
Texas
|
-$131K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$30.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAS
76
MPWM Advisory Solutions
Alpharetta,
Georgia
| $274K | +$274K | +5,352 | New |
|
|
OCPWS
77
One Charles Private Wealth Services
Hingham,
Massachusetts
| $271K | -$1.52M | -29,606 | -85% |
|
|
TA
78
TrueWealth Advisors
Birmingham,
Alabama
| $270K | +$270K | +5,280 | New |
|
|
79
Jane Street
New York
| $263K | -$2.17M | -42,346 | -89% |
|
|
TWM
80
Triton Wealth Management
Sun City,
Arizona
| $237K | +$237K | +4,629 | New |
|
|
OAS
81
Optivise Advisory Services
Franklin,
Tennessee
| $208K | +$208K | +4,062 | New |
|
|
NA
82
NewEdge Advisors
New Orleans,
Louisiana
| $186K | +$64.4K | +1,257 | +53% |
|
|
MWM
83
Mascoma Wealth Management
Hanover,
New Hampshire
| $80.1K | +$80.1K | +1,564 | New |
|
84
Comerica Bank
Dallas,
Texas
| $33.5K | +$33.5K | +654 | New |
|
|
GSWM
85
Golden State Wealth Management
Santa Ana,
California
| $11.9K | +$11.9K | +233 | New |
|
|
LWANC
86
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $10.2K | +$10.2K | +200 | New |
|
|
ARG
87
Advisory Resource Group
Tulsa,
Oklahoma
| – | -$3.35M | -65,392 | Closed |
|
PAAA Hedge Fund Activity: Q4 2024 in Review
86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q4 2024, worth a combined $2.69B — up 702% from $335M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PAAA positions and 1 closed out — a net gain of 35 holders — while 43 added to existing stakes and 5 trimmed.
The largest buyer was Prudential Financial, adding an estimated $570M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $3.35M sold.
- 86 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q4 2024, up from 52 in Q3 2024.
- Funds reported $2.69B of PGIM AAA CLO ETF stock for Q4 2024, up 702% quarter-over-quarter.
- 36 funds opened new PGIM AAA CLO ETF positions in Q4 2024 and 1 closed out, a net change of +35 holders.
- The largest PGIM AAA CLO ETF buyer in Q4 2024 was Prudential Financial, an estimated $570M added.
- The largest PGIM AAA CLO ETF seller in Q4 2024 was Advisory Resource Group, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2024.