PGIM Active High Yield Bond ETF
PHYL
24 hedge funds and large institutions have $88.3M invested in PGIM Active High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
2% more capital invested
Capital invested by funds: $86.2M → $88.3M (+$2.13M)
4% less funds holding
Funds holding: 25 → 24 (-1)
9.41% less ownership
Funds ownership: 80.46% → 71.05% (-9.4%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.44M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$673K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$609K |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$606K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.66M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$694K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$295K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$288K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$165K | -4,732 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$22.1K | -636 | Closed |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$18.6K | -535 | Closed |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.48K | -100 | Closed |
|
PHYL Hedge Fund Activity: Q1 2024 in Review
24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2024, worth a combined $88.3M — up 2.5% from $86.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PHYL and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.44M. The largest seller was Osaic Holdings, cutting an estimated $2.66M.
- 24 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $88.3M of PGIM Active High Yield Bond ETF stock for Q1 2024, up 2.5% quarter-over-quarter.
- 4 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest PGIM Active High Yield Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $2.44M added.
- The largest PGIM Active High Yield Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2024.