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PGIM AAA CLO ETF

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: 79 (+2)

19% more funds holding

Funds holding: 128152 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$1.06B +$24.2M +472,028 +2%
Bank of America
2
Bank of America
North Carolina
$269M +$47.8M +934,216 +22%
Morgan Stanley
3
Morgan Stanley
New York
$161M +$20.9M +408,389 +15%
LPL Financial
4
LPL Financial
California
$149M +$15.8M +307,929 +12%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$73.2M +$21.9M +428,035 +43%
IFG
6
Independent Financial Group
California
$67.1M +$53.1M +1,036,987 +388%
NG
7
Norden Group
Utah
$66.1M -$19M -371,469 -22%
Renaissance Technologies
8
Renaissance Technologies
New York
$44.1M -$12.9M -251,607 -23%
Raymond James Financial
9
Raymond James Financial
Florida
$43.4M +$10.2M +199,218 +31%
Wells Fargo
10
Wells Fargo
California
$43M +$15.4M +300,544 +56%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$40.4M -$1.34M -26,132 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$37.7M -$23.8M -464,768 -39%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$35.5M +$30.5M +595,416 +632%
UBS Group
14
UBS Group
Switzerland
$35M +$1.09M +21,324 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.7M +$10.1M +196,520 +57%
PHWM
16
Pine Harbor Wealth Management
Maryland
$27.7M +$2.44M +47,709 +10%
KPWS
17
Kestra Private Wealth Services
Texas
$25.6M +$12M +235,174 +90%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$16.5M +$3M +58,522 +22%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.9M -$1.6M -31,267 -9%
EWA
20
EverSource Wealth Advisors
Alabama
$15.2M +$2.5M +48,929 +20%
Citadel Advisors
21
Citadel Advisors
Florida
$14.3M +$14.2M +278,138 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.2M -$1.19M -23,156 -8%
FG
23
Fiduciary Group
Georgia
$13.2M +$85.2K +1,665 +0.7%
AAS
24
Avantax Advisory Services
Texas
$11.2M +$600K +11,731 +6%
TLA
25
Tanglewood Legacy Advisors
Texas
$10.5M -$1.1M -21,478 -10%

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.