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PGIM AAA CLO ETF

179 hedge funds and large institutions have $3.49B invested in PGIM AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

246% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 28

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

33% more capital invested

Capital invested by funds: $2.62B → $3.49B (+$870M)

18% more funds holding

Funds holding: 152179 (+27)

1.37% more ownership

Funds ownership: 75.76%77.12% (+1.4%)

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.35%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
42
Increased
97
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Riverchase Wealth Management
Texas
$681K +$331K +6,447 +95%
CFG
127
Cooper Financial Group
California
$597K +$133K +2,583 +29%
NL
128
NWAM LLC
Washington
$577K +$822 +16 +0.1%
PTC
129
Private Trust Company
Ohio
$574K +$241K +4,699 +73%
IAA
130
Independent Advisor Alliance
North Carolina
$501K +$62.7K +1,220 +14%
GSWM
131
Golden State Wealth Management
California
$490K -$72.4K -1,408 -13%
CA
132
Calton & Associates
Florida
$481K +$51.4K +1,000 +12%
AW
133
Alteri Wealth
California
$474K +$68.9K +1,340 +17%
IAN
134
Integrated Advisors Network
Texas
$471K +$91.4K +1,779 +24%
TCTWM
135
Three Cord True Wealth Management
Pennsylvania
$464K +$463K +9,010 New
MAS
136
MPWM Advisory Solutions
Georgia
$446K -$54.2K -1,055 -11%
SF
137
Symphony Financial
Texas
$442K +$103K +1,998 +30%
PCM
138
Parsons Capital Management
Rhode Island
$425K +$9.97K +194 +2%
VFG
139
Victory Financial Group
Texas
$402K +$395K +7,679 New
FA
140
Fermata Advisors
California
$388K +$388K +7,541 New
LCWP
141
Legacy Capital Wealth Partners
Arkansas
$365K
TCOO
142
Trust Company of Oklahoma
Oklahoma
$360K
CWM
143
Cornerstone Wealth Management
Missouri
$338K +$337K +6,560 New
P
144
&Partners
Tennessee
$330K +$129K +2,503 +64%
SS
145
Sunbelt Securities
Texas
$322K +$321K +6,255 New
CAG
146
Crestwood Advisors Group
Massachusetts
$317K +$316K +6,159 New
Comerica Bank
147
Comerica Bank
Texas
$312K -$38.5K -750 -11%
FT
148
Fiduciary Trust
Massachusetts
$309K
BTI
149
Blue Trust Inc
Georgia
$305K -$6.58K -128 -2%
SAM
150
Secure Asset Management
Michigan
$291K +$14.5K +283 +5%