PAAA icon

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
Holders Change %
% of All Funds
Holding in Top 10
8
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
FAIM
101
Financial Advocates Investment Management
Washington
$689K
OAS
102
Optivise Advisory Services
Tennessee
$684K
EMC
103
Everest Management Corp
California
$598K
NL
104
NWAM LLC
Washington
$578K
GSWM
105
Golden State Wealth Management
California
$562K
SSWM
106
Sheets Smith Wealth Management
North Carolina
$555K
MCM
107
MAI Capital Management
Ohio
$535K
WIM
108
Westside Investment Management
California
$524K
MAS
109
MPWM Advisory Solutions
Georgia
$500K
AWS
110
Atria Wealth Solutions
New York
$476K
IA
111
Integrity Alliance
Iowa
$475K
CFG
112
Cooper Financial Group
California
$463K
IAA
113
Independent Advisor Alliance
North Carolina
$437K
CA
114
Calton & Associates
Florida
$429K
AWM
115
Able Wealth Management
New Jersey
$424K
PCM
116
Parsons Capital Management
Rhode Island
$415K
AW
117
Alteri Wealth
California
$404K
WAM
118
WNY Asset Management
New York
$387K
IAN
119
Integrated Advisors Network
Texas
$379K
LCWP
120
Legacy Capital Wealth Partners
Arkansas
$365K
TCOO
121
Trust Company of Oklahoma
Oklahoma
$359K
Comerica Bank
122
Comerica Bank
Texas
$351K
RWM
123
Riverchase Wealth Management
Texas
$349K
SF
124
Symphony Financial
Texas
$337K
PTC
125
Private Trust Company
Ohio
$332K