We are live on ! Find out more
PAAA icon

PGIM AAA CLO ETF

86 hedge funds and large institutions have $2.69B invested in PGIM AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

760% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 5

702% more capital invested

Capital invested by funds: $335M → $2.69B (+$2.35B)

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

65% more funds holding

Funds holding: 5286 (+34)

13.6% more ownership

Funds ownership: 68.38%81.98% (+14%)

Holders
86
Holders Change
+34
Holders Change %
+65.38%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
36
Increased
43
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.31B +$1.31M +25,622 New
Prudential Financial
2
Prudential Financial
New Jersey
$666M +$570M +11,125,000 +594%
Morgan Stanley
3
Morgan Stanley
New York
$88.4M +$78.9M +1,541,509 +835%
LPL Financial
4
LPL Financial
California
$85.4M +$35.9M +700,745 +72%
Bank of America
5
Bank of America
North Carolina
$49M +$42.7M +834,669 +683%
Renaissance Technologies
6
Renaissance Technologies
New York
$43.9M +$43.9M +857,000 New
AAS
7
Ameritas Advisory Services
Nebraska
$39.7M +$30.8M +600,923 +344%
TC
8
TownSquare Capital
Utah
$38.1M +$17.1M +334,033 +82%
NG
9
Norden Group
Utah
$37.9M +$16.9M +330,519 +81%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$34.2M +$28.9M +564,591 +544%
JP Morgan Chase
11
JP Morgan Chase
New York
$33.5M +$18.9M +368,432 +129%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$22.9M +$18.9M +368,485 +466%
PHWM
13
Pine Harbor Wealth Management
Maryland
$21.4M +$12.8M +249,050 +147%
SG
14
Straightline Group
Michigan
$17.6M +$17.6M +343,450 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.8M +$10.7M +208,865 +344%
FG
16
Fiduciary Group
Georgia
$11.8M +$4.31M +84,199 +58%
Wells Fargo
17
Wells Fargo
California
$11.5M +$11.5M +224,952 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.1M +$1.94M +37,827 +21%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$2.12M +41,346 +24%
KPWS
20
Kestra Private Wealth Services
Texas
$10.9M +$972K +18,971 +10%
HFM
21
Hartford Financial Management
Connecticut
$9.24M +$9.24M +180,416 New
Osaic Holdings
22
Osaic Holdings
Arizona
$6.62M +$3.9M +76,166 +143%
Truist Financial
23
Truist Financial
North Carolina
$6.39M +$5.36M +104,733 +524%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.46M +$3.68M +71,810 +207%
TLA
25
Tanglewood Legacy Advisors
Texas
$5.35M -$131K -2,550 -2%

PAAA Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q4 2024, worth a combined $2.69B — up 702% from $335M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PAAA positions and 1 closed out — a net gain of 35 holders — while 43 added to existing stakes and 5 trimmed.

The largest buyer was Prudential Financial, adding an estimated $570M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $3.35M sold.

  • 86 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $2.69B of PGIM AAA CLO ETF stock for Q4 2024, up 702% quarter-over-quarter.
  • 36 funds opened new PGIM AAA CLO ETF positions in Q4 2024 and 1 closed out, a net change of +35 holders.
  • The largest PGIM AAA CLO ETF buyer in Q4 2024 was Prudential Financial, an estimated $570M added.
  • The largest PGIM AAA CLO ETF seller in Q4 2024 was Advisory Resource Group, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2024.