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PGIM AAA CLO ETF
PAAA

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: 86 → 128 (+42)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$369M
2
Bank of America
Bank of America
North Carolina
+$171M
3
Morgan Stanley
Morgan Stanley
New York
+$51M
4
TC
TownSquare Capital
Utah
+$47.5M
5
LPL Financial
LPL Financial
California
+$47.2M

Top Sellers

Rank Fund Capital Flow
1
SG
Straightline Group
Michigan
-$17.6M
2
AAS
Ameritas Advisory Services
Nebraska
-$13.9M
3
LWM
Laidlaw Wealth Management
New York
-$4.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
76
Cornerstone Advisors Asset Management
Pennsylvania
$957K -$46.6K -907 -5%
QC
77
Quadrature Capital
United Kingdom
$883K +$883K +17,210 New
FAIM
78
Financial Advocates Investment Management
Washington
$865K +$101K +1,977 +13%
RMAM
79
Raab & Moskowitz Asset Management
New Jersey
$848K +$848K +16,519 New
GAM
80
Gotham Asset Management
New York
$839K +$840K +16,360 New
CFO
81
Collective Family Office
Pennsylvania
$824K -$149K -2,897 -15%
OC
82
Oppenheimer & Co
New York
$801K +$801K +15,602 New
RPCA
83
Running Point Capital Advisors
California
$796K +$252K +4,903 +46%
AC
84
Addison Capital
Pennsylvania
$723K +$724K +14,096 New
AWS
85
Atria Wealth Solutions
New York
$717K +$427K +8,322 +147%
AP
86
Americana Partners
Texas
$708K +$708K +13,800 New
JWCA
87
J.W. Cole Advisors
Florida
$701K +$251K +4,885 +56%
OAS
88
Optivise Advisory Services
Tennessee
$649K +$440K +8,582 +211%
EMC
89
Everest Management Corp
California
$639K +$152K +2,958 +31%
ARC
90
Advisor Resource Council
Texas
$608K +$115K +2,250 +23%
FWM
91
Foguth Wealth Management
Michigan
$550K +$550K +10,724 New
SAW
92
Signal Advisors Wealth
Michigan
$550K +$550K +10,724 New
VPP
93
Vertex Planning Partners
Illinois
$547K +$4.98K +97 +0.9%
MCM
94
MAI Capital Management
Ohio
$527K +$79.8K +1,554 +18%
NL
95
NWAM LLC
Washington
$499K +$499K +9,726 New
GSWM
96
Golden State Wealth Management
California
$495K +$484K +9,420 +4,043%
CFG
97
Cooper Financial Group
California
$452K +$452K +8,801 New
SSWM
98
Sheets Smith Wealth Management
North Carolina
$438K +$438K +8,543 New
GVAG
99
Great Valley Advisor Group
Delaware
$434K +$435K +8,467 New
PCM
100
Parsons Capital Management
Rhode Island
$414K +$414K +8,067 New
2 3
4
5 6

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.