PGIM AAA CLO ETF
PAAA
128 hedge funds and large institutions have $2.43B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 7 closing their positions.
614% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 7
464% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 11
49% more funds holding
Funds holding: 86 → 128 (+42)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2.82% less ownership
Funds ownership: 81.98% → 79.15% (-2.8%)
9% less capital invested
Capital invested by funds: $2.69B → $2.43B (-$251M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$369M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$171M |
| 3 |
Morgan Stanley
New York
|
+$51M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$47.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Straightline Group
Troy,
Michigan
|
-$17.6M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$13.9M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$4.35M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APW
126
Aventura Private Wealth
Aventura,
Florida
| $20.2K | +$20.2K | +393 | New |
|
|
LWANC
127
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $10.3K | – | – | – |
|
|
CWC
128
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $2.26K | +$2.26K | +44 | New |
|
|
SG
129
Straightline Group
Troy,
Michigan
| – | -$17.6M | -343,450 | Closed |
|
|
LWM
130
Laidlaw Wealth Management
New York City,
New York
| – | -$4.35M | -84,870 | Closed |
|
|
131
Citadel Advisors
Miami,
Florida
| – | -$1.37M | -26,694 | Closed |
|
|
IAA
132
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$985K | -19,231 | Closed |
|
|
FTUS
133
Flow Traders U.S.
New York
| – | -$408K | -7,978 | Closed |
|
|
OCPWS
134
One Charles Private Wealth Services
Hingham,
Massachusetts
| – | -$271K | -5,301 | Closed |
|
135
Jane Street
New York
| – | -$263K | -5,143 | Closed |
|
PAAA Hedge Fund Activity: Q1 2025 in Review
128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q1 2025, worth a combined $2.43B — down 9.4% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PAAA positions and 7 closed out — a net gain of 43 holders — while 62 added to existing stakes and 11 trimmed.
The largest buyer was Prudential Financial, adding an estimated $369M. The largest seller was Straightline Group, exiting entirely with an estimated $17.6M sold.
- 128 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q1 2025, up from 86 in Q4 2024.
- Funds reported $2.43B of PGIM AAA CLO ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
- 50 funds opened new PGIM AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +43 holders.
- The largest PGIM AAA CLO ETF buyer in Q1 2025 was Prudential Financial, an estimated $369M added.
- The largest PGIM AAA CLO ETF seller in Q1 2025 was Straightline Group, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2025.