PGIM Floating Rate Income ETF
PFRL
26 hedge funds and large institutions have $61.3M invested in PGIM Floating Rate Income ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
26.14% more ownership
Funds ownership: 60.11% → 86.26% (+26%)
18% more funds holding
Funds holding: 22 → 26 (+4)
7% more capital invested
Capital invested by funds: $57.5M → $61.3M (+$3.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$35.4M |
| 2 |
RC
Rovin Capital
Mesa,
Arizona
|
+$3.16M |
| 3 |
AIA
AssuredPartners Investment Advisors
Tampa,
Florida
|
+$3.15M |
| 4 |
Jane Street
New York
|
+$2.33M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$8.47M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.32M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$577K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$570K |
| 5 |
TR
Tepp RIA
Westfield,
New Jersey
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $5.03K | – | – | – |
|
|
AWS
27
Atria Wealth Solutions
New York
| – | -$577K | -11,338 | Closed |
|
|
28
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$570K | -11,338 | Closed |
|
|
TR
29
Tepp RIA
Westfield,
New Jersey
| – | -$261K | -5,184 | Closed |
|
PFRL Hedge Fund Activity: Q1 2025 in Review
26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PGIM Floating Rate Income ETF (PFRL) for Q1 2025, worth a combined $61.3M — up 6.8% from $57.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFRL positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $35.4M. The largest seller was Founders Financial Securities, cutting an estimated $8.47M.
- 26 institutional investors held PGIM Floating Rate Income ETF (PFRL) as of Q1 2025, up from 22 in Q4 2024.
- Funds reported $61.3M of PGIM Floating Rate Income ETF stock for Q1 2025, up 6.8% quarter-over-quarter.
- 7 funds opened new PGIM Floating Rate Income ETF positions in Q1 2025 and 3 closed out, a net change of +4 holders.
- The largest PGIM Floating Rate Income ETF buyer in Q1 2025 was Arete Wealth Advisors, an estimated $35.4M added.
- The largest PGIM Floating Rate Income ETF seller in Q1 2025 was Founders Financial Securities, an estimated $8.47M sold.
Based on aggregated 13F filings for Q1 2025.