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PGIM AAA CLO ETF

198 hedge funds and large institutions have $4.66B invested in PGIM AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $3.49B → $4.66B (+$1.18B)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more funds holding

Funds holding: 179198 (+19)

1.47% more ownership

Funds ownership: 77.12%78.59% (+1.5%)

Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
39
Increased
95
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WESPAC Advisors
California
$848K +$8.21K +160 +1%
OAS
127
Optivise Advisory Services
Tennessee
$802K +$81.5K +1,587 +11%
HI
128
Harbour Investments
Wisconsin
$730K -$44.6K -868 -6%
CFG
129
Cooper Financial Group
California
$727K +$134K +2,604 +22%
EW
130
Element Wealth
Mississippi
$712K +$713K +13,896 New
CAG
131
Crestwood Advisors Group
Massachusetts
$689K +$374K +7,291 +118%
AP
132
Americana Partners
Texas
$653K -$553K -10,780 -46%
HAS
133
HBW Advisory Services
California
$648K +$649K +12,640 New
CSP
134
Cary Street Partners
Virginia
$620K +$621K +12,100 New
VPP
135
Vertex Planning Partners
Illinois
$607K -$97.3K -1,896 -14%
PTC
136
Private Trust Company
Ohio
$595K +$23.5K +457 +4%
NL
137
NWAM LLC
Washington
$586K +$6.98K +136 +1%
AW
138
Alteri Wealth
California
$556K +$84.6K +1,648 +18%
CA
139
Crumly & Associates
Illinois
$540K +$541K +10,538 New
MAS
140
MPWM Advisory Solutions
Georgia
$527K +$82.8K +1,614 +19%
TCTWM
141
Three Cord True Wealth Management
Pennsylvania
$512K +$49.9K +972 +11%
CA
142
Calton & Associates
Florida
$477K -$1.03K -20 -0.2%
FWM
143
Foguth Wealth Management
Michigan
$477K +$477K +9,292 New
OCM
144
Objective Capital Management
Ohio
$459K +$194K +3,770 +73%
SS
145
Sunbelt Securities
Texas
$453K +$132K +2,576 +41%
GSWM
146
Golden State Wealth Management
California
$442K -$45.7K -890 -9%
SIG
147
Spinnaker Investment Group
California
$425K +$426K +8,296 New
WIA
148
World Investment Advisors
California
$421K +$421K +8,208 New
SF
149
Symphony Financial
Texas
$413K -$26.6K -519 -6%
IAN
150
Integrated Advisors Network
Texas
$392K -$77.5K -1,509 -16%