We are live on ! Find out more
PAAA icon

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
MCA
151
MSH Capital Advisors
Arizona
$286K
RCG
152
Regatta Capital Group
California
$281K
SG
153
StoneX Group
New York
$269K +$269K +5,225 New
OCM
154
Objective Capital Management
Ohio
$267K +$266K +5,175 New
BCA
155
Bay Colony Advisors
Massachusetts
$256K +$256K +4,980 New
TA
156
TrueWealth Advisors
Alabama
$237K -$25.7K -500 -10%
SC
157
Saiph Capital
New Jersey
$226K -$24.2K -470 -10%
Creative Planning
158
Creative Planning
Kansas
$216K -$1.7K -33 -0.8%
WWM
159
Western Wealth Management
Colorado
$216K +$216K +4,199 New
IWC
160
Integrated Wealth Concepts
Massachusetts
$203K -$94.6K -1,841 -32%
Barclays
161
Barclays
United Kingdom
$201K +$201K +3,911 New
RFA
162
Register Financial Advisors
Georgia
$139K +$62.1K +1,208 +81%
JSAM
163
J. Safra Asset Management
New York
$125K +$66.5K +1,294 +115%
TFG
164
Team Financial Group
California
$74K +$73.8K +1,436 New
PS
165
Principal Securities
Iowa
$64.5K +$9.46K +184 +17%
AWM
166
AE Wealth Management
Kansas
$41.7K +$41.7K +811 New
NS
167
NBC Securities
Alabama
$29.6K +$29.5K +575 New
NRG
168
Nemes Rush Group
Michigan
$26.1K +$26.1K +507 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$26K +$26.4K +514 New
MWM
170
Mascoma Wealth Management
New Hampshire
$25.1K
BWL
171
Bogart Wealth LLC
Virginia
$24.9K +$9.97K +194 +67%
PAG
172
Paladin Advisory Group
Iowa
$24.1K
NA
173
NewEdge Advisors
Louisiana
$11.5K -$1.05M -20,345 -99%
PB
174
Pinnacle Bancorp
Nebraska
$10.9K
US Bancorp
175
US Bancorp
Minnesota
$6.85K +$6.83K +133 New