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PGIM AAA CLO ETF

233 hedge funds and large institutions have $6.31B invested in PGIM AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 55

35% more capital invested

Capital invested by funds: $4.66B → $6.31B (+$1.65B)

18% more funds holding

Funds holding: 198233 (+35)

0.99% less ownership

Funds ownership: 78.59%77.6% (-0.99%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
233
Holders Change
+35
Holders Change %
+17.68%
% of All Funds
2.87%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
57
Increased
108
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
101
Evergreen Wealth Partners
Montana
$2.1M -$1.26M -24,568 -37%
FFA
102
Farther Finance Advisors
California
$2.09M -$1.15M -22,411 -35%
AI
103
Atria Investments
North Carolina
$2.08M +$521K +10,150 +33%
EH
104
Equitable Holdings
New York
$2.07M -$871K -16,948 -30%
DWM
105
Denver Wealth Management
Colorado
$2M -$39.9K -776 -2%
WIM
106
Westside Investment Management
California
$1.94M +$846K +16,461 +76%
CCA
107
Cooper Capital Advisors
California
$1.94M +$173K +3,367 +10%
HF
108
HRT Financial
New York
$1.79M +$1.8M +35,071 New
CAG
109
Csenge Advisory Group
Florida
$1.77M +$1.77M +34,544 New
VWA
110
Visionary Wealth Advisors
Illinois
$1.72M +$93.2K +1,814 +6%
BCG
111
Breakwater Capital Group
New Jersey
$1.56M -$319K -6,211 -17%
KW
112
KWB Wealth
California
$1.55M
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$1.52M +$10.8K +210 +0.7%
RWM
114
Redstone Wealth Management
Oklahoma
$1.49M -$97.4K -1,896 -6%
HT
115
Heritage Trust
Oklahoma
$1.42M +$333K +6,475 +30%
CFG
116
Cooper Financial Group
California
$1.36M +$638K +12,414 +87%
DC
117
Davenport & Co
Virginia
$1.34M -$110K -2,151 -8%
RMAM
118
Raab & Moskowitz Asset Management
New Jersey
$1.33M +$257 +5 +0%
BCI
119
Brinker Capital Investments
Pennsylvania
$1.3M -$201K -3,921 -13%
HA
120
HFG Advisors
Ohio
$1.24M +$1.25M +24,252 New
CFO
121
Collective Family Office
Pennsylvania
$1.21M -$166K -3,225 -12%
AP
122
Americana Partners
Texas
$1.15M +$501K +9,750 +77%
RWM
123
Riverchase Wealth Management
Texas
$1.15M -$137K -2,673 -11%
IA
124
Integrity Alliance
Iowa
$1.14M +$42.6K +830 +4%
MCM
125
MAI Capital Management
Ohio
$1.14M +$54K +1,051 +5%