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PGIM AAA CLO ETF
PAAA

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: 7 → 9 (+2)

19% more funds holding

Funds holding: 128 → 152 (+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
–

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$53.1M
2
Bank of America
Bank of America
North Carolina
+$47.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$30.5M
4
Prudential Financial
Prudential Financial
New Jersey
+$24.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$85.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$23.8M
3
NG
Norden Group
Utah
-$19M
4
AAS
Ameritas Advisory Services
Nebraska
-$16.3M
5
CIA
Concurrent Investment Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
151
AlphaCore Capital
California
$5.14K +$5.12K +100 New
WAS
152
Winch Advisory Services
Wisconsin
$363 +$358 +7 New
NMG
153
New Millennium Group
Utah
$18 – – –
TC
154
TownSquare Capital
Utah
– -$85.7M -1,669,500 Closed
PW
155
Potentia Wealth
California
– -$5.41M -105,480 Closed
AAG
156
Accordant Advisory Group
Maryland
– -$4.06M -79,079 Closed
AWA
157
Acorn Wealth Advisors
Michigan
– -$1.06M -20,702 Closed
VIA
158
Virtus Investment Advisers
Connecticut
– -$1.01M -19,745 Closed
VPP
159
Vertex Planning Partners
Illinois
– -$547K -10,655 Closed
BIG
160
Brookwood Investment Group
Arizona
– -$341K -6,636 Closed
OMC
161
Old Mission Capital
Illinois
– -$286K -5,582 Closed
CL
162
Choreo LLC
Illinois
– -$269K -5,235 Closed
OCM
163
Objective Capital Management
Ohio
– -$264K -5,145 Closed
SS
164
Sunbelt Securities
Texas
– -$217K -4,220 Closed
BWP
165
BlueStem Wealth Partners
Minnesota
– -$214K -4,175 Closed
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$10.3K -200 Closed
CWC
167
Carolinas Wealth Consulting
North Carolina
– -$2.26K -44 Closed
3 4 5 6
7

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.