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PGIM Active High Yield Bond ETF

126 hedge funds and large institutions have $1.2B invested in PGIM Active High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

156% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $892M → $1.2B (+$308M)

16% more funds holding

Funds holding: 109126 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.09% less ownership

Funds ownership: 97.44%96.35% (-1.1%)

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
64
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$4.6M +$1.31M +37,158 +39%
OPAM
27
Ocean Park Asset Management
California
$4.44M
FWM
28
Foguth Wealth Management
Michigan
$4.43M -$1.57M -44,457 -26%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.4M +$864K +24,411 +24%
BCG
30
Breakwater Capital Group
New Jersey
$4.2M +$198K +5,586 +5%
SWAG
31
Spectrum Wealth Advisory Group
California
$3.82M +$3.9M +110,177 New
CPA
32
Capital Performance Advisors
California
$3.76M +$796K +22,511 +26%
SWP
33
Stratos Wealth Partners
Ohio
$3.74M -$89.4K -2,528 -2%
SWA
34
Sax Wealth Advisors
New Jersey
$3.69M
SAM
35
Smartleaf Asset Management
Massachusetts
$3.38M +$887K +25,082 +35%
MA
36
Mutual Advisors
Nebraska
$3.32M +$630K +17,813 +23%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.02M +$1.48M +41,969 +93%
KL
38
Keenan LLC
Massachusetts
$2.9M +$868K +24,541 +41%
AIM
39
Advyzon Investment Management
Illinois
$2.78M +$2.84M +80,299 New
CRW
40
Clarity Retirement & Wealth
Massachusetts
$2.36M +$183K +5,166 +8%
PA
41
PFW Advisors
Georgia
$2.33M -$2.31M -65,233 -49%
FCFC
42
First Citizens Financial Corp
Iowa
$2.23M +$473K +13,363 +26%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$2.22M -$11M -312,346 -83%
SF
44
Seros Financial
Arizona
$2.14M +$2.18M +61,709 New
OMC
45
Old Mission Capital
Illinois
$2.11M +$2.15M +60,886 New
Jane Street
46
Jane Street
New York
$2.04M -$1.9M -53,627 -48%
RBWA
47
RFG - Bristol Wealth Advisors
Massachusetts
$1.96M +$193K +5,468 +11%
MAG
48
MRA Advisory Group
New Jersey
$1.79M +$587K +16,589 +47%
FC
49
Fjell Capital
North Dakota
$1.77M +$70.8K +2,002 +4%
PJSIMP
50
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.75M +$349K +9,871 +24%

PHYL Hedge Fund Activity: Q1 2026 in Review

126 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2026, worth a combined $1.2B — up 34% from $892M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PHYL positions and 8 closed out — a net gain of 21 holders — while 64 added to existing stakes and 25 trimmed.

The largest buyer was Prudential Financial, adding an estimated $229M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $11M.

  • 126 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $1.2B of PGIM Active High Yield Bond ETF stock for Q1 2026, up 34% quarter-over-quarter.
  • 29 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2026 and 8 closed out, a net change of +21 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q1 2026 was Prudential Financial, an estimated $229M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2026.