We are live on ! Find out more
PHYL icon

PGIM Active High Yield Bond ETF

45 hedge funds and large institutions have $104M invested in PGIM Active High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

18% more funds holding

Funds holding: 3845 (+7)

8% more capital invested

Capital invested by funds: $96.4M → $104M (+$7.94M)

1.66% more ownership

Funds ownership: 75.48%77.14% (+1.7%)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
21
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$566K -$1.02M -29,108 -65%
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
$494K +$163K +4,644 +51%
Truist Financial
28
Truist Financial
North Carolina
$474K
MAM
29
Milestone Asset Management
Pennsylvania
$454K +$444K +12,668 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$387K +$946 +27 +0.3%
AWM
31
Austin Wealth Management
Texas
$341K +$75.3K +2,150 +29%
PAG
32
Private Advisor Group
New Jersey
$340K +$333K +9,490 New
HH
33
Hilltop Holdings
Texas
$304K +$297K +8,483 New
SFS
34
Symphony Financial Services
Ohio
$275K +$47.3K +1,350 +18%
AWS
35
Atria Wealth Solutions
New York
$256K +$33.9K +968 +16%
FTUS
36
Flow Traders U.S.
New York
$240K +$234K +6,691 New
BWM
37
BlackDiamond Wealth Management
New York
$224K +$223K +6,370 New
GRP
38
Global Retirement Partners
California
$142K +$139K +3,956 New
FNWA
39
Financial Network Wealth Advisors
Utah
$129K -$29.4K -838 -19%
PTC
40
Private Trust Company
Ohio
$107K
Morgan Stanley
41
Morgan Stanley
New York
$59.2K +$35 +1 +0.1%
Wells Fargo
42
Wells Fargo
California
$50.1K +$49K +1,398 New
SC
43
Steph & Co
Wisconsin
$15.9K
RWM
44
Reston Wealth Management
Virginia
$6.11K +$5.99K +171 New
CAS
45
Coppell Advisory Solutions
Texas
$3.36K +$631 +18 +24%
Jane Street
46
Jane Street
New York
-$7.36M -213,372 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$491K -14,244 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
-$404K -11,695 Closed
CFD
49
Creative Financial Designs
Indiana
-$11.8K -342 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
-$34 -1 Closed

PHYL Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q3 2024, worth a combined $104M — up 8.2% from $96.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHYL positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Vestmark Advisory Solutions, opening a new position worth an estimated $7.75M. The largest seller was Prudential Financial, cutting an estimated $10.5M.

  • 45 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q3 2024, up from 38 in Q2 2024.
  • Funds reported $104M of PGIM Active High Yield Bond ETF stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 13 funds opened new PGIM Active High Yield Bond ETF positions in Q3 2024 and 5 closed out, a net change of +8 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q3 2024 was Vestmark Advisory Solutions, an estimated $7.75M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q3 2024 was Prudential Financial, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.