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PGIM AAA CLO ETF

175 hedge funds and large institutions have $3.4B invested in PGIM AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$1.15M
EMC
102
Everest Management Corp
California
$1.12M
DC
103
Davenport & Co
Virginia
$1.05M
FM
104
Foster & Motley
Ohio
$1.04M
LFP
105
Lakeshore Financial Planning
Michigan
$1.01M
BL
106
Balentine LLC
Georgia
$1.01M
OC
107
Oppenheimer & Co
New York
$999K
CAAM
108
Cornerstone Advisors Asset Management
Pennsylvania
$987K
IWS
109
Insight Wealth Strategies
California
$983K
CL
110
Choreo LLC
Illinois
$951K
DADC
111
D.A. Davidson & Co
Montana
$950K
TRCT
112
Tower Research Capital (TRC)
New York
$889K
GAM
113
Gotham Asset Management
New York
$861K
WA
114
WESPAC Advisors
California
$843K
PAS
115
PKS Advisory Services
New York
$840K
FA
116
Fiduciary Alliance
South Carolina
$836K
WIM
117
Westside Investment Management
California
$834K
HI
118
Harbour Investments
Wisconsin
$778K
OAS
119
Optivise Advisory Services
Tennessee
$724K
SSWM
120
Sheets Smith Wealth Management
North Carolina
$721K
VPP
121
Vertex Planning Partners
Illinois
$708K
RWM
122
Riverchase Wealth Management
Texas
$681K
CFG
123
Cooper Financial Group
California
$597K
PTC
124
Private Trust Company
Ohio
$574K
NL
125
NWAM LLC
Washington
$515K