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PGIM AAA CLO ETF

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: 86128 (+42)

17% more funds holding in top 10

Funds holding in top 10: 67 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
101
Mraz Amerine & Associates
California
$375K +$376K +7,325 New
MCA
102
MSH Capital Advisors
Arizona
$367K -$146K -2,852 -28%
DC
103
Davenport & Co
Virginia
$367K +$367K +7,150 New
LCWP
104
Legacy Capital Wealth Partners
Arkansas
$364K +$364K +7,095 New
TCOO
105
Trust Company of Oklahoma
Oklahoma
$358K +$359K +6,985 New
BIG
106
Brookwood Investment Group
Arizona
$341K +$341K +6,636 New
SC
107
Saiph Capital
New Jersey
$336K +$336K +6,549 New
AW
108
Alteri Wealth
California
$326K +$326K +6,354 New
NA
109
NewEdge Advisors
Louisiana
$319K +$133K +2,593 +71%
FT
110
Fiduciary Trust
Massachusetts
$308K
MAS
111
MPWM Advisory Solutions
Georgia
$289K +$14.4K +280 +5%
OMC
112
Old Mission Capital
Illinois
$286K +$287K +5,582 New
IWC
113
Integrated Wealth Concepts
Massachusetts
$279K
TA
114
TrueWealth Advisors
Alabama
$271K
CL
115
Choreo LLC
Illinois
$269K +$269K +5,235 New
OCM
116
Objective Capital Management
Ohio
$264K +$264K +5,145 New
PTC
117
Private Trust Company
Ohio
$257K -$24.8K -483 -9%
RWM
118
Riverchase Wealth Management
Texas
$251K +$251K +4,886 New
SS
119
Sunbelt Securities
Texas
$217K +$217K +4,220 New
BWP
120
BlueStem Wealth Partners
Minnesota
$214K -$165K -3,208 -43%
Comerica Bank
121
Comerica Bank
Texas
$187K +$154K +2,999 +459%
BTI
122
Blue Trust Inc
Georgia
$162K +$162K +3,157 New
FFA
123
Farther Finance Advisors
California
$40.3K +$40.4K +788 New
MWM
124
Mascoma Wealth Management
New Hampshire
$25K -$55.2K -1,076 -69%
PAG
125
Paladin Advisory Group
Iowa
$24K +$24K +467 New

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.