PAAA icon

PGIM AAA CLO ETF

125 hedge funds and large institutions have $2.42B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 60 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+40
Holders Change %
+47.06%
% of All Funds
1.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
49
Increased
60
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
101
Davenport & Co
Virginia
$367K +$367K +7,150 New
LCWP
102
Legacy Capital Wealth Partners
Arkansas
$364K +$364K +7,095 New
TCOO
103
Trust Company of Oklahoma
Oklahoma
$358K +$358K +6,985 New
BIG
104
Brookwood Investment Group
Arizona
$341K +$341K +6,636 New
SC
105
Saiph Capital
New Jersey
$336K +$336K +6,549 New
AW
106
Alteri Wealth
California
$326K +$326K +6,354 New
NA
107
NewEdge Advisors
Louisiana
$319K +$133K +2,593 +71%
FT
108
Fiduciary Trust
Massachusetts
$308K
MAS
109
MPWM Advisory Solutions
Georgia
$289K +$14.4K +280 +5%
OMC
110
Old Mission Capital
Illinois
$286K +$286K +5,582 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$279K
TA
112
TrueWealth Advisors
Alabama
$271K
CL
113
Choreo LLC
Illinois
$269K +$269K +5,235 New
OCM
114
Objective Capital Management
Ohio
$264K +$264K +5,145 New
PTC
115
Private Trust Company
Ohio
$257K -$24.8K -483 -9%
RWM
116
Riverchase Wealth Management
Texas
$251K +$251K +4,886 New
SS
117
Sunbelt Securities
Texas
$217K +$217K +4,220 New
BWP
118
BlueStem Wealth Partners
Minnesota
$214K -$165K -3,208 -43%
Comerica Bank
119
Comerica Bank
Texas
$187K +$154K +2,999 +459%
BTI
120
Blue Trust Inc
Georgia
$162K +$162K +3,157 New
FFA
121
Farther Finance Advisors
California
$40.3K +$40.3K +788 New
MWM
122
Mascoma Wealth Management
New Hampshire
$25K -$55.2K -1,076 -69%
PAG
123
Paladin Advisory Group
Iowa
$24K +$24K +467 New
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K
CWC
125
Carolinas Wealth Consulting
North Carolina
$2.26K +$2.26K +44 New