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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
AP
101
Americana Partners
Texas
$710K
DC
102
Davenport & Co
Virginia
$709K +$339K +6,621 +93%
BCG
103
Breakwater Capital Group
New Jersey
$696K +$693K +13,537 New
FAIM
104
Financial Advocates Investment Management
Washington
$689K -$177K -3,463 -21%
OAS
105
Optivise Advisory Services
Tennessee
$684K +$33.6K +657 +5%
EMC
106
Everest Management Corp
California
$598K -$42.6K -833 -7%
NL
107
NWAM LLC
Washington
$578K +$76.6K +1,497 +15%
GSWM
108
Golden State Wealth Management
California
$562K +$64.7K +1,264 +13%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$555K +$115K +2,246 +26%
MCM
110
MAI Capital Management
Ohio
$535K +$6.5K +127 +1%
WIM
111
Westside Investment Management
California
$524K +$521K +10,175 New
MAS
112
MPWM Advisory Solutions
Georgia
$500K +$209K +4,091 +73%
AWS
113
Atria Wealth Solutions
New York
$476K -$241K -4,712 -34%
IA
114
Integrity Alliance
Iowa
$475K +$473K +9,240 New
CFG
115
Cooper Financial Group
California
$463K +$10.2K +200 +2%
IAA
116
Independent Advisor Alliance
North Carolina
$437K +$435K +8,500 New
CA
117
Calton & Associates
Florida
$429K +$427K +8,334 New
AWM
118
Able Wealth Management
New Jersey
$424K +$421K +8,232 New
PCM
119
Parsons Capital Management
Rhode Island
$415K
AW
120
Alteri Wealth
California
$404K +$77.1K +1,507 +24%
WAM
121
WNY Asset Management
New York
$387K +$385K +7,521 New
IAN
122
Integrated Advisors Network
Texas
$379K +$378K +7,376 New
LCWP
123
Legacy Capital Wealth Partners
Arkansas
$365K
TCOO
124
Trust Company of Oklahoma
Oklahoma
$359K
Comerica Bank
125
Comerica Bank
Texas
$351K +$162K +3,162 +87%

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.