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PGIM AAA CLO ETF

152 hedge funds and large institutions have $2.62B invested in PGIM AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

159% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 29

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

19% more funds holding

Funds holding: 128152 (+24)

8% more capital invested

Capital invested by funds: $2.43B → $2.62B (+$184M)

3.4% less ownership

Funds ownership: 79.15%75.76% (-3.4%)

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
38
Increased
75
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Riverchase Wealth Management
Texas
$349K +$96.8K +1,892 +39%
SF
127
Symphony Financial
Texas
$337K +$337K +6,578 New
PTC
128
Private Trust Company
Ohio
$332K +$74K +1,446 +29%
BTI
129
Blue Trust Inc
Georgia
$311K +$148K +2,889 +92%
FT
130
Fiduciary Trust
Massachusetts
$309K
IWC
131
Integrated Wealth Concepts
Massachusetts
$297K +$17K +333 +6%
MCA
132
MSH Capital Advisors
Arizona
$286K -$81.5K -1,593 -22%
RCG
133
Regatta Capital Group
California
$281K +$279K +5,459 New
SAM
134
Secure Asset Management
Michigan
$277K +$276K +5,393 New
TA
135
TrueWealth Advisors
Alabama
$262K -$9.21K -180 -3%
SC
136
Saiph Capital
New Jersey
$250K -$86.3K -1,686 -26%
P
137
&Partners
Tennessee
$241K +$200K +3,908 New
BA
138
Bridgewater Advisors
New York
$231K +$230K +4,498 New
Creative Planning
139
Creative Planning
Kansas
$218K +$217K +4,234 New
MYIA
140
Mount Yale Investment Advisors
Colorado
$206K +$205K +3,997 New
APW
141
Aurora Private Wealth
New Jersey
$202K +$200K +3,917 New
RFA
142
Register Financial Advisors
Georgia
$77.2K +$76.8K +1,500 New
FFA
143
Farther Finance Advisors
California
$73.5K +$32.8K +640 +81%
JSAM
144
J. Safra Asset Management
New York
$58.1K +$57.8K +1,129 New
PS
145
Principal Securities
Iowa
$55K +$54.7K +1,069 New
MWM
146
Mascoma Wealth Management
New Hampshire
$25.1K
PAG
147
Paladin Advisory Group
Iowa
$24K
APW
148
Aventura Private Wealth
Florida
$20.5K +$256 +5 +1%
BWL
149
Bogart Wealth LLC
Virginia
$14.9K +$14.8K +290 New
PB
150
Pinnacle Bancorp
Nebraska
$10.9K +$10.8K +212 New

PAAA Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q2 2025, worth a combined $2.62B — up 7.6% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PAAA positions and 14 closed out — a net gain of 24 holders — while 75 added to existing stakes and 29 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $53.1M. The largest seller was TownSquare Capital, exiting entirely with an estimated $85.7M sold.

  • 152 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q2 2025, up from 128 in Q1 2025.
  • Funds reported $2.62B of PGIM AAA CLO ETF stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 38 funds opened new PGIM AAA CLO ETF positions in Q2 2025 and 14 closed out, a net change of +24 holders.
  • The largest PGIM AAA CLO ETF buyer in Q2 2025 was Independent Financial Group, an estimated $53.1M added.
  • The largest PGIM AAA CLO ETF seller in Q2 2025 was TownSquare Capital, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2025.