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PGIM AAA CLO ETF

198 hedge funds and large institutions have $4.66B invested in PGIM AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

34% more capital invested

Capital invested by funds: $3.49B → $4.66B (+$1.18B)

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more funds holding

Funds holding: 179198 (+19)

1.47% more ownership

Funds ownership: 77.12%78.59% (+1.5%)

Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
2.41%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.21%
New
39
Increased
95
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$2.35B +$771M +15,029,172 +49%
Bank of America
2
Bank of America
North Carolina
$353M +$62.7M +1,221,571 +22%
Morgan Stanley
3
Morgan Stanley
New York
$224M +$31.5M +613,714 +16%
LPL Financial
4
LPL Financial
California
$207M +$59.1M +1,151,352 +40%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$126M +$24.9M +484,950 +25%
Wells Fargo
6
Wells Fargo
California
$119M +$37.2M +724,783 +45%
IFG
7
Independent Financial Group
California
$76.1M -$2.07M -40,423 -3%
Ameriprise
8
Ameriprise
Minnesota
$71.4M +$14.6M +284,453 +26%
UBS Group
9
UBS Group
Switzerland
$68.6M +$32M +624,288 +88%
NG
10
Norden Group
Utah
$63.8M +$4.02M +78,267 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$59.2M +$9.32M +181,643 +19%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$47.8M +$5.45M +106,126 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$47.1M +$15.7M +305,401 +50%
Raymond James Financial
14
Raymond James Financial
Florida
$47.1M +$7.89M +153,625 +20%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$43.4M +$4.06M +79,117 +10%
PHWM
16
Pine Harbor Wealth Management
Maryland
$34.9M +$4.53M +88,274 +15%
KPWS
17
Kestra Private Wealth Services
Texas
$25.7M -$309K -6,024 -1%
ERSOT
18
Employees Retirement System of Texas
Texas
$25.6M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.5M -$3.7M -72,084 -13%
SPIA
20
Steward Partners Investment Advisory
New York
$24.5M +$972K +18,927 +4%
AAS
21
Ameritas Advisory Services
Nebraska
$22.8M +$20.2M +392,657 +751%
Osaic Holdings
22
Osaic Holdings
Arizona
$22.2M +$3.99M +77,686 +22%
PW
23
Potentia Wealth
California
$20.5M +$10.8M +210,576 +111%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$19.7M +$6.8M +132,502 +52%
WP
25
WealthPLAN Partners
Nebraska
$18.1M +$4.16M +81,008 +30%