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PGIM AAA CLO ETF

233 hedge funds and large institutions have $6.31B invested in PGIM AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 55

35% more capital invested

Capital invested by funds: $4.66B → $6.31B (+$1.65B)

18% more funds holding

Funds holding: 198233 (+35)

0.99% less ownership

Funds ownership: 78.59%77.6% (-0.99%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
233
Holders Change
+35
Holders Change %
+17.68%
% of All Funds
2.87%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
57
Increased
108
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
151
Insigneo Advisory Services
Florida
$648K +$447K +8,707 +220%
PS
152
Principal Securities
Iowa
$644K +$646K +12,582 New
NL
153
NWAM LLC
Washington
$632K +$49.8K +970 +9%
TCTWM
154
Three Cord True Wealth Management
Pennsylvania
$615K +$104K +2,033 +20%
VPP
155
Vertex Planning Partners
Illinois
$600K -$6.01K -117 -1%
CA
156
Crumly & Associates
Illinois
$594K +$55.3K +1,077 +10%
MAS
157
MPWM Advisory Solutions
Georgia
$545K +$18.4K +359 +3%
SA
158
Stewardship Advisors
Pennsylvania
$544K +$546K +10,625 New
CA
159
Calton & Associates
Florida
$542K +$65.8K +1,280 +14%
UAG
160
United Advisor Group
Ohio
$539K +$541K +10,534 New
CWRP
161
Cassady Wealth & Retirement Planning
Nevada
$538K +$539K +10,494 New
DE
162
Diversified Enterprises
Delaware
$524K +$526K +10,234 New
WIA
163
World Investment Advisors
California
$521K +$101K +1,965 +24%
ACM
164
Andina Capital Management
Utah
$518K -$500K -9,729 -49%
YWS
165
Yarger Wealth Strategies
Ohio
$509K +$511K +9,955 New
WWM
166
Western Wealth Management
Colorado
$488K +$285K +5,547 +139%
EMC
167
Everest Management Corp
California
$486K -$563K -10,957 -54%
ARC
168
Advisor Resource Council
Texas
$468K -$692K -13,475 -60%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$462K +$181K +3,532 +64%
TFG
170
Team Financial Group
California
$447K +$319K +6,217 +247%
SS
171
Sunbelt Securities
Texas
$443K -$9.14K -178 -2%
SF
172
Symphony Financial
Texas
$438K +$25.3K +493 +6%
GSWM
173
Golden State Wealth Management
California
$418K -$23.1K -449 -5%
SI
174
Stephens Inc
Arkansas
$393K +$394K +7,678 New
PSB
175
Piscataqua Savings Bank
New Hampshire
$387K +$388K +7,562 New