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
Prudential Financial
1
Prudential Financial
New Jersey
$1.59B +$526M +10,230,646 +50%
Bank of America
2
Bank of America
North Carolina
$292M +$23.4M +454,661 +9%
Morgan Stanley
3
Morgan Stanley
New York
$193M +$31.8M +619,016 +20%
LPL Financial
4
LPL Financial
California
$149M -$566K -11,010 -0.4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$101M +$28M +545,037 +38%
Wells Fargo
6
Wells Fargo
California
$82.2M +$39.1M +759,915 +91%
IFG
7
Independent Financial Group
California
$78.5M +$11.3M +220,487 +17%
NG
8
Norden Group
Utah
$60M -$6.09M -118,457 -9%
Ameriprise
9
Ameriprise
Minnesota
$57M +$56.9M +1,107,718 New
JP Morgan Chase
10
JP Morgan Chase
New York
$50.1M +$12.3M +239,829 +33%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$42.5M +$7M +136,183 +20%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$39.5M -$906K -17,638 -2%
Raymond James Financial
13
Raymond James Financial
Florida
$39.4M -$4.06M -79,087 -9%
UBS Group
14
UBS Group
Switzerland
$36.7M +$1.65M +32,090 +5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$31.6M +$3.85M +74,864 +14%
Renaissance Technologies
16
Renaissance Technologies
New York
$31.1M -$13M -253,550 -30%
PHWM
17
Pine Harbor Wealth Management
Maryland
$30.5M +$2.78M +54,011 +10%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$29.3M +$15M +292,154 +106%
KPWS
19
Kestra Private Wealth Services
Texas
$26.1M +$514K +10,010 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$23.7M +$13.9M +269,922 +142%
Osaic Holdings
21
Osaic Holdings
Arizona
$18.3M +$2.36M +45,893 +15%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$16M -$531K -10,324 -3%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$15.4M +$6.99M +135,965 +83%
KAS
24
Kestra Advisory Services
Texas
$15.1M +$12.2M +238,235 +429%
EWA
25
EverSource Wealth Advisors
Alabama
$14.9M -$275K -5,347 -2%