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PGIM Active High Yield Bond ETF
PHYL

38 hedge funds and large institutions have $96.4M invested in PGIM Active High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

58% more funds holding

Funds holding: 24 → 38 (+14)

9% more capital invested

Capital invested by funds: $88.3M → $96.4M (+$8.03M)

4.43% more ownership

Funds ownership: 71.05% → 75.48% (+4.4%)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
38
Holders Change
+14
Holders Change %
+58.33%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
4
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.33M
2
TC
TownSquare Capital
Utah
+$3.8M
3
FTS
Fifth Third Securities
Ohio
+$2.31M
4
GWM
Gibbs Wealth Management
Georgia
+$1.82M
5
FWM
Foguth Wealth Management
Michigan
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$9.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88M
3
Osaic Holdings
Osaic Holdings
Arizona
-$576K
4
MML Investors Services
MML Investors Services
Massachusetts
-$439K
5
AWS
Atria Wealth Solutions
New York
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$371K +$370K +10,771 New
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$316K -$351K -10,218 -53%
SFS
28
Symphony Financial Services
Ohio
$307K +$262K +7,613 New
AWM
29
Austin Wealth Management
Texas
$259K +$257K +7,467 New
AWS
30
Atria Wealth Solutions
New York
$214K -$390K -11,339 -65%
FNWA
31
Financial Network Wealth Advisors
Utah
$154K +$153K +4,448 New
PTC
32
Private Trust Company
Ohio
$103K – – –
Morgan Stanley
33
Morgan Stanley
New York
$57K +$13.7K +398 +32%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$33.1K +$33K +959 New
SC
35
Steph & Co
Wisconsin
$15.3K – – –
CFD
36
Creative Financial Designs
Indiana
$11.8K – – –
CAS
37
Coppell Advisory Solutions
Texas
$2.62K +$2.61K +76 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$34 +$34 +1 New
BWM
39
BlackDiamond Wealth Management
New York
– -$244K -6,965 Closed
1
2

PHYL Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2024, worth a combined $96.4M — up 9.1% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHYL positions and 1 closed out — a net gain of 14 holders — while 4 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.33M. The largest seller was Prudential Financial, cutting an estimated $9.1M.

  • 38 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $96.4M of PGIM Active High Yield Bond ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 15 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2024 and 1 closed out, a net change of +14 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q2 2024 was Jane Street, an estimated $7.33M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q2 2024 was Prudential Financial, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2024.