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PGIM Active High Yield Bond ETF

74 hedge funds and large institutions have $196M invested in PGIM Active High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

88% more capital invested

Capital invested by funds: $104M → $196M (+$91.5M)

64% more funds holding

Funds holding: 4574 (+29)

20.08% more ownership

Funds ownership: 77.14%97.22% (+20%)

Holders
74
Holders Change
+29
Holders Change %
+64.44%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
22
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.33M +$310K +8,793 +30%
FCFC
27
First Citizens Financial Corp
Iowa
$1.27M +$93.1K +2,642 +8%
SB
28
Strategic Blueprint
Georgia
$1.18M +$1.19M +33,855 New
EH
29
Equitable Holdings
New York
$1.1M +$290K +8,216 +35%
CA
30
Claro Advisors
Massachusetts
$963K +$976K +27,708 New
SWA
31
Sax Wealth Advisors
New Jersey
$895K +$908K +25,754 New
RC
32
Rovin Capital
Arizona
$855K +$46.5K +1,320 +6%
PAS
33
Park Avenue Securities
New York
$850K +$11.1K +316 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$755K +$766K +21,730 New
APW
35
Austin Private Wealth
Texas
$755K +$766K +21,730 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$685K +$209K +5,928 +43%
OWA
37
One Wealth Advisors
California
$607K +$616K +17,486 New
HGWM
38
Horst & Graben Wealth Management
Oregon
$571K +$579K +16,442 New
FCG
39
Financial Connections Group
California
$563K -$50.6K -1,437 -8%
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$524K -$225K -6,391 -30%
IA
41
Integrity Alliance
Iowa
$517K +$524K +14,871 New
Truist Financial
42
Truist Financial
North Carolina
$460K
BMD
43
Better Money Decisions
New Mexico
$457K +$463K +13,150 New
FFP
44
Freedom Financial Partners
Minnesota
$447K +$454K +12,877 New
MAM
45
Milestone Asset Management
Pennsylvania
$423K -$17.3K -492 -4%
OIA
46
OneDigital Investment Advisors
Kansas
$402K -$149K -4,233 -27%
ALC
47
Alexander Labrunerie & Co
Missouri
$319K +$324K +9,187 New
PAG
48
Private Advisor Group
New Jersey
$289K -$41.3K -1,172 -12%
ATPW
49
Ashton Thomas Private Wealth
Arizona
$287K +$289K +8,199 New
SFS
50
Symphony Financial Services
Ohio
$270K -$42.4K -1,202 -13%

PHYL Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q4 2024, worth a combined $196M — up 88% from $104M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHYL positions and 4 closed out — a net gain of 31 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Prudential Financial, adding an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.79M sold.

  • 74 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $196M of PGIM Active High Yield Bond ETF stock for Q4 2024, up 88% quarter-over-quarter.
  • 35 funds opened new PGIM Active High Yield Bond ETF positions in Q4 2024 and 4 closed out, a net change of +31 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q4 2024 was Prudential Financial, an estimated $16M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2024.