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PGIM Floating Rate Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2226 (+4)

7% more capital invested

Capital invested by funds: $57.5M → $61.3M (+$3.88M)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$29.1M
MNBTD
2
Moody National Bank Trust Division
Texas
$6.16M +$653K +12,968 +12%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.11M -$1.32M -26,260 -18%
RC
4
Rovin Capital
Arizona
$3.14M +$3.16M +62,856 New
AIA
5
AssuredPartners Investment Advisors
Florida
$3.12M +$3.15M +62,573 New
Jane Street
6
Jane Street
New York
$2.52M +$2.33M +46,333 +1,145%
OPAM
7
Ocean Park Asset Management
California
$1.84M +$1.86M +36,917 New
AWA
8
Arete Wealth Advisors
Illinois
$1.76M +$35.4M +704,086 New
MML Investors Services
9
MML Investors Services
Massachusetts
$1.04M +$12.3K +245 +1%
FFS
10
Founders Financial Securities
Maryland
$985K -$8.47M -168,317 -89%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$958K +$966K +19,196 New
Goldman Sachs
12
Goldman Sachs
New York
$953K +$961K +19,086 New
AAS
13
Ameritas Advisory Services
Nebraska
$722K
Mariner
14
Mariner
Kansas
$710K -$1.46K -29 -0.2%
OWM
15
OneAscent Wealth Management
Alabama
$470K -$115K -2,287 -20%
SAM
16
Secure Asset Management
Michigan
$465K +$45.3K +900 +11%
IA
17
Inspire Advisors
Idaho
$417K +$421K +8,360 New
UBS Group
18
UBS Group
Switzerland
$280K +$264K +5,236 +1,435%
AA
19
AJ Advisors
Tennessee
$278K -$13.9K -276 -5%
Osaic Holdings
20
Osaic Holdings
Arizona
$136K +$80.5K +1,600 +142%
CA
21
CoreCap Advisors
Michigan
$65.3K
HI
22
Harbour Investments
Wisconsin
$39.6K
CTA
23
Colonial Trust Advisors
South Carolina
$16.7K
Morgan Stanley
24
Morgan Stanley
New York
$7.49K +$7.5K +149 +14,900%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6.89K

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.