We are live on ! Find out more
PAAA icon

PGIM AAA CLO ETF

128 hedge funds and large institutions have $2.43B invested in PGIM AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 7

464% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 11

49% more funds holding

Funds holding: 86128 (+42)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.82% less ownership

Funds ownership: 81.98%79.15% (-2.8%)

9% less capital invested

Capital invested by funds: $2.69B → $2.43B (-$251M)

Holders
128
Holders Change
+42
Holders Change %
+48.84%
% of All Funds
1.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
50
Increased
62
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$1.04B +$369M +7,196,549 +55%
Bank of America
2
Bank of America
North Carolina
$220M +$171M +3,328,269 +348%
Morgan Stanley
3
Morgan Stanley
New York
$140M +$51M +993,635 +58%
LPL Financial
4
LPL Financial
California
$133M +$47.2M +918,996 +55%
TC
5
TownSquare Capital
Utah
$85.7M +$47.5M +925,818 +124%
NG
6
Norden Group
Utah
$85M +$47M +915,603 +124%
JP Morgan Chase
7
JP Morgan Chase
New York
$61.5M +$27.9M +542,967 +83%
Renaissance Technologies
8
Renaissance Technologies
New York
$56.9M +$13M +252,300 +29%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$51M +$28.1M +547,914 +122%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$41.6M +$7.32M +142,573 +21%
UBS Group
11
UBS Group
Switzerland
$33.8M +$33.9M +659,651 New
Raymond James Financial
12
Raymond James Financial
Florida
$33.1M +$33.1M +644,682 New
Wells Fargo
13
Wells Fargo
California
$27.5M +$15.9M +310,566 +138%
AAS
14
Ameritas Advisory Services
Nebraska
$25.9M -$13.9M -270,962 -35%
PHWM
15
Pine Harbor Wealth Management
Maryland
$25.2M +$3.73M +72,620 +17%
CIA
16
Concurrent Investment Advisors
Florida
$20.3M +$20.3M +395,758 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$17.5M +$6.38M +124,279 +57%
Osaic Holdings
18
Osaic Holdings
Arizona
$17.5M +$10.9M +211,655 +164%
FHA
19
Flagship Harbor Advisors
Massachusetts
$15.8M +$13.9M +270,273 +715%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.4M +$1.55M +30,132 +11%
IFG
21
Independent Financial Group
California
$13.7M +$10.1M +196,838 +278%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$13.5M +$2.6M +50,617 +24%
KPWS
23
Kestra Private Wealth Services
Texas
$13.5M +$2.58M +50,289 +24%
FG
24
Fiduciary Group
Georgia
$13.1M +$1.26M +24,613 +11%
IA
25
IFP Advisors
Florida
$12.7M +$8.32M +162,185 +192%

PAAA Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PGIM AAA CLO ETF (PAAA) for Q1 2025, worth a combined $2.43B — down 9.4% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PAAA positions and 7 closed out — a net gain of 43 holders — while 62 added to existing stakes and 11 trimmed.

The largest buyer was Prudential Financial, adding an estimated $369M. The largest seller was Straightline Group, exiting entirely with an estimated $17.6M sold.

  • 128 institutional investors held PGIM AAA CLO ETF (PAAA) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $2.43B of PGIM AAA CLO ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 50 funds opened new PGIM AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +43 holders.
  • The largest PGIM AAA CLO ETF buyer in Q1 2025 was Prudential Financial, an estimated $369M added.
  • The largest PGIM AAA CLO ETF seller in Q1 2025 was Straightline Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2025.