Pgim Aaa Clo ETFPAAAETF

13F holders, Q4 2024 (December 31)
87holders +35
30new positions
1sold out
2famous investors
$51.20avg. 13F price*

At the end of Q4 2024, 87 institutions reported holding Pgim Aaa Clo ETF (PAAA) in their 13F filings, up 35 from Q3 2024. 30 opened new positions and 1 sold out. The largest holders were Prudential Financial Inc. ($665.6M), Morgan Stanley ($88.4M) and LPL Financial LLC ($85.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pgim Aaa Clo ETF
Filed as
PGIM ETF TR (Q4 2024)
CUSIP
69344A834
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 17Q1 2024Q2 2024: 35Q2 2024Q3 2024: 52Q3 2024Q4 2024: 87Q4 2024Q1 2025: 128Q1 2025Q2 2025: 152Q2 2025Q3 2025: 179Q3 2025Q4 2025: 198Q4 2025Q1 2026: 235Q1 2026Q2 2026: 271Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$100.2M
Exits1$3.4M

All 13F filers, Q3 2024 → Q4 2024: 20,110,643 shares bought and 140,743 shares sold, net +19,969,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Prudential Financial Inc. 0.91% Add +593.5% 12,999,346 $665.6M
Morgan Stanley 0.01% Add +835.0% 1,726,111 $88.4M
LPL Financial LLC 0.03% Add +72.5% 1,667,855 $85.4M
Bank of America Corp. 0.00% Add +682.8% 956,914 $49.0M
Renaissance Technologies 0.07% New 857,000 $43.9M
Ameritas Advisory Services, LLC 1.37% Add +344.1% 775,546 $39.7M
Townsquare Capital LLC 0.43% Add +81.5% 743,682 $38.1M
Norden Group LLC 4.29% Add +80.7% 740,168 $37.9M
Rockefeller Capital Management L.P. 0.09% Add +544.0% 668,384 $34.2M
JPMorgan Chase & Co. 0.00% Add +128.5% 655,059 $33.5M
Jones Financial Companies LLLP 0.02% Add +466.3% 447,517 $22.9M
Pine Harbor Wealth Management, LLC 8.62% Add +147.4% 418,025 $21.4M
Straightline Group LLC 11.52% — 343,450 $17.6M
Envestnet Asset Management Inc. 0.00% Add +343.6% 269,649 $13.8M
Fiduciary Group, LLC 1.18% Add +57.6% 230,243 $11.8M
Wells Fargo & Company 0.00% New 224,952 $11.5M
Commonwealth Equity Services, LLC 0.02% Add +21.0% 217,688 $11.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +24.1% 213,282 $10.9M
Kestra Private Wealth Services, LLC 0.19% Add +9.8% 212,282 $10.9M
Hartford Financial Management Inc. 1.89% New 180,416 $9.2M
Osaic Holdings, Inc. 0.01% Add +143.3% 129,336 $6.6M
Truist Financial Corp. 0.01% Add +524.1% 124,715 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +206.7% 106,556 $5.5M
Tanglewood Legacy Advisors, LLC 2.29% Reduce -2.4% 104,490 $5.3M
Community Trust & Investment Co. 0.29% New 92,656 $4.7M
Royal Bank of Canada 0.00% Add +927.5% 91,125 $4.7M
Kingsview Wealth Management, LLC 0.09% New 86,618 $4.4M
Sanctuary Advisors, LLC 0.03% Add +1.1% 85,484 $4.4M
Atria Investments, Inc 0.05% Add +4.8% 85,639 $4.4M
Laidlaw Wealth Management LLC 1.89% Add +70.3% 84,870 $4.3M
IFP Advisors, Inc 0.14% Add +79.9% 84,467 $4.3M
Atlas Wealth LLC 2.25% Add +1877.3% 83,599 $4.3M
U.S. Capital Wealth Advisors, LLC 0.13% New 80,991 $4.1M
Independent Financial Group, LLC 0.12% New 70,686 $3.6M
Middleton & Co. Inc. 0.38% Add +143.4% 67,760 $3.5M
Country Club Bank 0.21% New 60,385 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +421.9% 50,610 $2.6M
Mgo One Seven LLC 0.10% New 48,671 $2.5M
Steward Partners Investment Advisory, LLC 0.02% Add +17.4% 48,459 $2.5M
KWB Wealth 0.30% Add +57.9% 47,211 $2.4M
Fig Financial Advisory Services Inc. 1.42% — 40,795 $2.1M
Flagship Harbor Advisors, LLC 0.10% Add +112.2% 37,794 $1.9M
Main Street Financial Solutions, LLC 0.18% Add +129.7% 35,214 $1.8M
Kestra Advisory Services, LLC 0.01% Add +172.8% 30,843 $1.6M
Essex Financial Services, Inc. 0.11% Add +75.6% 29,628 $1.5M
HM Payson & Co. 0.03% New 29,359 $1.5M
Stifel Financial Corp. 0.00% Add +142.7% 27,787 $1.4M
Private Advisor Group, LLC 0.01% Add +283.1% 27,247 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +55.3% 27,130 $1.4M
Citadel Advisors 0.00% New 26,694 $1.4M
Asset Allocation Strategies LLC 0.33% Add +50.4% 26,413 $1.4M
Koshinski Asset Management, Inc. 0.11% New 25,622 $1.3M
WealthPLAN Partners, LLC 0.18% Add +79.8% 25,368 $1.3M
Potentia Wealth 0.57% — 25,057 $1.3M
HighTower Advisors, LLC 0.00% New 21,576 $1.1M
Harbour Investments, Inc. 0.03% Add +36.6% 20,983 $1.1M
Equitable Holdings, Inc. 0.01% New 20,030 $1.0M
Cornerstone Advisors Asset Management, LLC 0.22% New 19,562 $1.0M
Independent Advisor Alliance 0.01% New 19,231 $985K
Collective Family Office LLC 0.27% Add +4.5% 18,952 $970K
Financial Advocates Investment Management 0.04% New 14,879 $762K
Running Point Capital Advisors, LLC 0.19% New 10,608 $543K
Vertex Planning Partners, LLC 0.12% New 10,558 $541K
MSH Capital Advisors LLC 0.16% Add +1.0% 10,008 $512K
Advisor Resource Council 0.36% New 9,892 $506K
Everest Private Wealth 0.43% — 9,497 $486K
J.W. Cole Advisors, Inc. 0.02% Reduce -2.9% 8,783 $450K
MAI Capital Management 0.00% New 8,719 $446K
Insight Wealth Strategies, LLC 0.06% New 8,587 $440K
Flow Traders U.S. LLC 0.02% New 7,978 $408K
BlueStem Wealth Partners, LLC 0.05% — 7,383 $378K
Fiduciary Trust Co 0.00% No change 6,000 $307K
Janney Montgomery Scott LLC 0.00% New 5,675 $291K
Atria Wealth Solutions, Inc. 0.00% Reduce -9.4% 5,644 $290K
Private Trust Co. NA 0.03% Add +9.7% 5,483 $281K
Integrated Wealth Concepts LLC 0.00% No change 5,447 $279K
MPWM Advisory Solutions, LLC 0.20% — 5,352 $274K
One Charles Private Wealth Services, LLC 0.09% Reduce -84.8% 5,301 $271K
TrueWealth Advisors, LLC 0.09% New 5,280 $270K
Jane Street Group, LLC 0.00% Reduce -89.2% 5,143 $263K
Triton Wealth Management, PLLC 0.12% New 4,629 $237K
Optivise Advisory Services LLC 0.11% New 4,062 $208K
NewEdge Advisors, LLC 0.00% Add +53.0% 3,631 $186K
Mascoma Wealth Management LLC 0.02% New 1,564 $80K
Comerica Bank 0.00% New 654 $33K
Golden State Wealth Management, LLC 0.00% — 233 $12K
Laurel Wealth Advisors LLC 0.00% New 200 $10K

"% of holder's portfolio" is PAAA's weight in each manager's 13F, not the share of Pgim Aaa Clo ETF the manager owns.