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PGIM AAA CLO ETF

179 hedge funds and large institutions have $3.49B invested in PGIM AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

246% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 28

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.62B → $3.49B (+$870M)

18% more funds holding

Funds holding: 152179 (+27)

1.37% more ownership

Funds ownership: 75.76%77.12% (+1.4%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
42
Increased
97
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
101
Raab & Moskowitz Asset Management
New Jersey
$1.23M +$196K +3,820 +19%
HPC
102
Hobart Private Capital
North Carolina
$1.23M +$1.22M +23,833 New
AP
103
Americana Partners
Texas
$1.21M +$499K +9,715 +70%
ARC
104
Advisor Resource Council
Texas
$1.17M +$391K +7,610 +50%
Mariner
105
Mariner
Kansas
$1.15M +$1.15M +22,425 New
EMC
106
Everest Management Corp
California
$1.12M +$516K +10,050 +86%
DC
107
Davenport & Co
Virginia
$1.05M +$336K +6,546 +48%
FM
108
Foster & Motley
Ohio
$1.04M +$1.03M +20,115 New
LFP
109
Lakeshore Financial Planning
Michigan
$1.01M
BL
110
Balentine LLC
Georgia
$1.01M +$1M +19,554 New
OC
111
Oppenheimer & Co
New York
$999K -$20.6K -400 -2%
CAAM
112
Cornerstone Advisors Asset Management
Pennsylvania
$987K +$12.9K +251 +1%
IWS
113
Insight Wealth Strategies
California
$983K +$35K +682 +4%
CL
114
Choreo LLC
Illinois
$951K +$949K +18,468 New
DADC
115
D.A. Davidson & Co
Montana
$950K -$66.8K -1,300 -7%
TRCT
116
Tower Research Capital (TRC)
New York
$889K +$887K +17,266 New
GAM
117
Gotham Asset Management
New York
$861K
WA
118
WESPAC Advisors
California
$843K +$842K +16,378 New
PAS
119
PKS Advisory Services
New York
$840K +$838K +16,303 New
FA
120
Fiduciary Alliance
South Carolina
$836K +$28.6K +557 +4%
WIM
121
Westside Investment Management
California
$834K +$309K +6,022 +59%
HI
122
Harbour Investments
Wisconsin
$778K -$226K -4,396 -23%
OAS
123
Optivise Advisory Services
Tennessee
$724K +$38.7K +753 +6%
SSWM
124
Sheets Smith Wealth Management
North Carolina
$721K +$165K +3,210 +30%
VPP
125
Vertex Planning Partners
Illinois
$708K +$706K +13,745 New