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PGIM AAA CLO ETF

198 hedge funds and large institutions have $4.66B invested in PGIM AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $3.49B → $4.66B (+$1.18B)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more funds holding

Funds holding: 179198 (+19)

1.47% more ownership

Funds ownership: 77.12%78.59% (+1.5%)

Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
39
Increased
95
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
101
J.W. Cole Advisors
Florida
$1.41M -$294K -5,731 -17%
CFO
102
Collective Family Office
Pennsylvania
$1.38M -$270K -5,257 -16%
HPC
103
Hobart Private Capital
North Carolina
$1.36M +$143K +2,784 +12%
RMAM
104
Raab & Moskowitz Asset Management
New Jersey
$1.34M +$109K +2,122 +9%
RWM
105
Riverchase Wealth Management
Texas
$1.29M +$611K +11,906 +90%
TSW
106
Three Seasons Wealth
Utah
$1.28M -$149K -2,894 -10%
OMC
107
Old Mission Capital
Illinois
$1.23M +$1.23M +23,970 New
ARC
108
Advisor Resource Council
Texas
$1.16M -$9.75K -190 -0.8%
IA
109
Integrity Alliance
Iowa
$1.1M +$1.11M +21,528 New
WIM
110
Westside Investment Management
California
$1.1M +$273K +5,326 +33%
HT
111
Heritage Trust
Oklahoma
$1.09M +$1.09M +21,304 New
PPW
112
Pasadena Private Wealth
California
$1.09M -$3.75M -73,053 -78%
MCM
113
MAI Capital Management
Ohio
$1.09M -$476K -9,267 -30%
FA
114
Fiduciary Alliance
South Carolina
$1.06M +$227K +4,415 +27%
WAM
115
Worth Asset Management
Texas
$1.05M -$308K -6,010 -23%
PAS
116
PKS Advisory Services
New York
$1.05M +$217K +4,235 +26%
EMC
117
Everest Management Corp
California
$1.05M -$63K -1,228 -6%
ACM
118
Andina Capital Management
Utah
$1.02M -$1.29M -25,050 -56%
LFP
119
Lakeshore Financial Planning
Michigan
$1.01M
OC
120
Oppenheimer & Co
New York
$989K -$5.9K -115 -0.6%
CAAM
121
Cornerstone Advisors Asset Management
Pennsylvania
$981K -$975 -19 -0.1%
IWS
122
Insight Wealth Strategies
California
$963K -$15.2K -297 -2%
DADC
123
D.A. Davidson & Co
Montana
$953K +$7.7K +150 +0.8%
GAM
124
Gotham Asset Management
New York
$944K +$86.8K +1,692 +10%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$877K +$159K +3,106 +22%