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PGIM Floating Rate Income ETF

28 hedge funds and large institutions have $71.3M invested in PGIM Floating Rate Income ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

29% more capital invested

Capital invested by funds: $55.3M → $71.3M (+$16M)

1.87% less ownership

Funds ownership: 100.49%98.61% (-1.9%)

10% less funds holding

Funds holding: 3128 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
9
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 +$54.6K +1,097 +0.2%
Raymond James Financial
2
Raymond James Financial
Florida
$16.6M +$16.6M +333,469 New
MNBTD
3
Moody National Bank Trust Division
Texas
$6.46M +$179K +3,593 +3%
KPWS
4
Kestra Private Wealth Services
Texas
$3.91M +$364K +7,313 +10%
RC
5
Rovin Capital
Arizona
$3.54M +$62.1K +1,247 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.33M -$233K -4,683 -9%
Mariner
7
Mariner
Kansas
$1.81M +$976K +19,608 +116%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.41M +$1.41M +28,355 New
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$1.3M +26,201 New
SSWM
10
Sheets Smith Wealth Management
North Carolina
$973K +$33K +664 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$480K -$738K -14,823 -61%
SAM
12
Secure Asset Management
Michigan
$460K
IA
13
Inspire Advisors
Idaho
$444K +$83.6K +1,681 +23%
FFS
14
Founders Financial Securities
Maryland
$379K -$278K -5,585 -42%
SF
15
Summit Financial
New Jersey
$365K +$363K +7,285 New
TGAM
16
TBH Global Asset Management
Tennessee
$338K -$142K -2,852 -30%
TA
17
Tactive Advisors
Florida
$336K -$44.6K -897 -12%
KAS
18
Kestra Advisory Services
Texas
$333K +$26.9K +540 +9%
AWA
19
Arete Wealth Advisors
Illinois
$333K -$846K -17,000 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$271K +$44.9K +902 +20%
Osaic Holdings
21
Osaic Holdings
Arizona
$87.2K -$76.3K -1,534 -47%
CA
22
CoreCap Advisors
Michigan
$53.7K
GWM
23
Greenline Wealth Management
Florida
$17.3K +$17.3K +348 New
CTA
24
Colonial Trust Advisors
South Carolina
$16.6K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$15.8K +$3.13K +63 +25%

PFRL Hedge Fund Activity: Q4 2025 in Review

28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM Floating Rate Income ETF (PFRL) for Q4 2025, worth a combined $71.3M — up 29% from $55.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PFRL and 6 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $16.6M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $1.17M sold.

  • 28 institutional investors held PGIM Floating Rate Income ETF (PFRL) as of Q4 2025, down from 31 in Q3 2025.
  • Funds reported $71.3M of PGIM Floating Rate Income ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 6 funds opened new PGIM Floating Rate Income ETF positions in Q4 2025 and 9 closed out, a net change of -3 holders.
  • The largest PGIM Floating Rate Income ETF buyer in Q4 2025 was Raymond James Financial, an estimated $16.6M added.
  • The largest PGIM Floating Rate Income ETF seller in Q4 2025 was Ocean Park Asset Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2025.