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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
LFP
126
Lakeshore Financial Planning
Michigan
$1.11M +$97.2K +1,893 +10%
CAAM
127
Cornerstone Advisors Asset Management
Pennsylvania
$1.09M +$108K +2,097 +11%
WAM
128
Worth Asset Management
Texas
$1.05M
PAS
129
PKS Advisory Services
New York
$1.05M -$1.9K -37 -0.2%
AUB
130
Atlantic Union Bankshares
Virginia
$996K +$1,000K +19,460 New
PPW
131
Pasadena Private Wealth
California
$993K -$92.5K -1,801 -8%
PWM
132
Perigon Wealth Management
California
$978K +$981K +19,106 New
IWS
133
Insight Wealth Strategies
California
$961K -$1.18K -23 -0.1%
DADC
134
D.A. Davidson & Co
Montana
$944K -$7.71K -150 -0.8%
SSWM
135
Sheets Smith Wealth Management
North Carolina
$928K +$52.9K +1,029 +6%
OC
136
Oppenheimer & Co
New York
$921K -$66K -1,285 -7%
IWM
137
IHT Wealth Management
Illinois
$889K +$892K +17,370 New
CSP
138
Cary Street Partners
Virginia
$863K +$245K +4,771 +39%
WA
139
WESPAC Advisors
California
$846K
GS
140
GWN Securities
Florida
$845K +$848K +16,512 New
PFGIA
141
Patriot Financial Group Insurance Agency
Massachusetts
$842K +$846K +16,460 New
HI
142
Harbour Investments
Wisconsin
$819K +$90.5K +1,761 +12%
EW
143
Element Wealth
Mississippi
$813K +$102K +1,980 +14%
OAS
144
Optivise Advisory Services
Tennessee
$805K +$4.32K +84 +0.5%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$782K +$785K +15,281 New
AWM
146
AE Wealth Management
Kansas
$772K +$775K +15,077 New
CAG
147
Crestwood Advisors Group
Massachusetts
$745K +$57.3K +1,115 +8%
AW
148
Alteri Wealth
California
$739K +$185K +3,592 +33%
EWA
149
Exencial Wealth Advisors
Oklahoma
$662K +$665K +12,942 New
CC
150
Cypress Capital
Tennessee
$653K +$655K +12,751 New