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PGIM AAA CLO ETF

148 hedge funds and large institutions have $2.54B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+23
Holders Change %
+18.4%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
38
Increased
73
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$689K -$178K -3,463 -21%
OAS
102
Optivise Advisory Services
Tennessee
$684K +$33.8K +657 +5%
EMC
103
Everest Management Corp
California
$598K -$42.9K -833 -7%
NL
104
NWAM LLC
Washington
$578K +$77K +1,497 +15%
GSWM
105
Golden State Wealth Management
California
$562K +$65K +1,264 +13%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$555K +$116K +2,246 +26%
MCM
107
MAI Capital Management
Ohio
$535K +$6.53K +127 +1%
WIM
108
Westside Investment Management
California
$524K +$524K +10,175 New
MAS
109
MPWM Advisory Solutions
Georgia
$500K +$210K +4,091 +73%
AWS
110
Atria Wealth Solutions
New York
$476K -$242K -4,712 -34%
IA
111
Integrity Alliance
Iowa
$475K +$475K +9,240 New
CFG
112
Cooper Financial Group
California
$463K +$10.3K +200 +2%
IAA
113
Independent Advisor Alliance
North Carolina
$437K +$437K +8,500 New
CA
114
Calton & Associates
Florida
$429K +$429K +8,334 New
AWM
115
Able Wealth Management
New Jersey
$424K +$424K +8,232 New
PCM
116
Parsons Capital Management
Rhode Island
$415K
AW
117
Alteri Wealth
California
$404K +$77.5K +1,507 +24%
WAM
118
WNY Asset Management
New York
$387K +$387K +7,521 New
IAN
119
Integrated Advisors Network
Texas
$379K +$379K +7,376 New
LCWP
120
Legacy Capital Wealth Partners
Arkansas
$365K
TCOO
121
Trust Company of Oklahoma
Oklahoma
$359K
Comerica Bank
122
Comerica Bank
Texas
$351K +$163K +3,162 +87%
RWM
123
Riverchase Wealth Management
Texas
$349K +$97.3K +1,892 +39%
SF
124
Symphony Financial
Texas
$337K +$337K +6,578 New
PTC
125
Private Trust Company
Ohio
$332K +$74.4K +1,446 +29%