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PGIM AAA CLO ETF

152 hedge funds and large institutions have $2.62B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

159% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 29

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

19% more funds holding

Funds holding: 128152 (+24)

8% more capital invested

Capital invested by funds: $2.43B → $2.62B (+$184M)

3.4% less ownership

Funds ownership: 79.15%75.76% (-3.4%)

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
38
Increased
75
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
76
Mraz Amerine & Associates
California
$1.4M +$1.02M +19,853 +271%
AAS
77
Asset Allocation Strategies
Michigan
$1.38M +$12K +234 +0.9%
BCI
78
Brinker Capital Investments
Pennsylvania
$1.38M +$1.37M +26,804 New
RPCA
79
Running Point Capital Advisors
California
$1.36M +$560K +10,946 +71%
CFO
80
Collective Family Office
Pennsylvania
$1.32M +$495K +9,673 +60%
PCIA
81
Prime Capital Investment Advisors
Kansas
$1.26M +$105K +2,050 +9%
VFIA
82
Virtus Fixed Income Advisers
Connecticut
$1.14M +$1.13M +22,155 New
AF
83
Advisornet Financial
Minnesota
$1.13M +$1.12M +21,925 New
GVAG
84
Great Valley Advisor Group
Delaware
$1.08M +$639K +12,494 +148%
NA
85
NewEdge Advisors
Louisiana
$1.06M +$734K +14,344 +230%
WAM
86
Worth Asset Management
Texas
$1.05M -$23K -450 -2%
RMAM
87
Raab & Moskowitz Asset Management
New Jersey
$1.04M +$185K +3,612 +22%
OC
88
Oppenheimer & Co
New York
$1.02M +$215K +4,199 +27%
DADC
89
D.A. Davidson & Co
Montana
$1.02M
LFP
90
Lakeshore Financial Planning
Michigan
$1.01M
HI
91
Harbour Investments
Wisconsin
$1M -$100K -1,963 -9%
PPW
92
Pasadena Private Wealth
California
$998K +$993K +19,407 New
CAAM
93
Cornerstone Advisors Asset Management
Pennsylvania
$973K +$12.8K +251 +1%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$967K +$962K +18,797 New
IWS
95
Insight Wealth Strategies
California
$943K -$122K -2,388 -11%
AC
96
Addison Capital
Pennsylvania
$875K +$149K +2,913 +21%
GAM
97
Gotham Asset Management
New York
$861K +$18.8K +368 +2%
FA
98
Fiduciary Alliance
South Carolina
$806K +$802K +15,673 New
PWH
99
Priebe Wealth Holdings
Minnesota
$803K -$378K -7,385 -32%
ARC
100
Advisor Resource Council
Texas
$782K +$157K +3,063 +25%

PAAA Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q2 2025, worth a combined $2.62B — up 7.6% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PAAA positions and 14 closed out — a net gain of 24 holders — while 75 added to existing stakes and 29 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $53.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $85.7M sold.

  • 152 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $2.62B of PGIM AAA CLO ETF stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 38 funds opened new PGIM AAA CLO ETF positions in Q2 2025 and 14 closed out, a net change of +24 holders.
  • The largest PGIM AAA CLO ETF buyer in Q2 2025 was Independent Financial Group, an estimated $53.1M added.
  • The largest PGIM AAA CLO ETF seller in Q2 2025 was TownSquare Capital, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2025.