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PGIM Active High Yield Bond ETF

85 hedge funds and large institutions have $246M invested in PGIM Active High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 12

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

26% more capital invested

Capital invested by funds: $196M → $246M (+$50.3M)

15% more funds holding

Funds holding: 7485 (+11)

6.41% less ownership

Funds ownership: 97.22%90.81% (-6.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
51
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Gibbs Wealth Management
Georgia
$1.71M +$28.5K +814 +2%
FRA
27
FFG Retirement Advisors
Colorado
$1.65M +$1.66M +47,399 New
SWA
28
Sax Wealth Advisors
New Jersey
$1.64M +$754K +21,484 +83%
SB
29
Strategic Blueprint
Georgia
$1.36M +$187K +5,324 +16%
FCFC
30
First Citizens Financial Corp
Iowa
$1.36M +$88.2K +2,515 +7%
PAS
31
Park Avenue Securities
New York
$1.22M +$369K +10,531 +43%
CPA
32
Capital Performance Advisors
California
$1.15M +$1.16M +33,131 New
BCG
33
Breakwater Capital Group
New Jersey
$1.03M +$1.03M +29,473 New
CA
34
Claro Advisors
Massachusetts
$1M +$38K +1,084 +4%
Osaic Holdings
35
Osaic Holdings
Arizona
$985K -$354K -10,084 -26%
RC
36
Rovin Capital
Arizona
$977K +$121K +3,454 +14%
APW
37
Austin Private Wealth
Texas
$896K +$140K +3,991 +18%
FFP
38
Freedom Financial Partners
Minnesota
$832K +$386K +11,017 +86%
Stifel Financial
39
Stifel Financial
Missouri
$769K +$504K +14,379 +187%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$733K -$24.1K -687 -3%
JWCA
41
J.W. Cole Advisors
Florida
$706K +$711K +20,282 New
MWM
42
MBE Wealth Management
Wisconsin
$680K +$685K +19,526 New
OWA
43
One Wealth Advisors
California
$637K +$28.4K +811 +5%
IA
44
Integrity Alliance
Iowa
$634K +$117K +3,332 +22%
HGWM
45
Horst & Graben Wealth Management
Oregon
$610K +$38K +1,083 +7%
BMD
46
Better Money Decisions
New Mexico
$512K +$54.1K +1,542 +12%
Truist Financial
47
Truist Financial
North Carolina
$461K
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$439K -$250K -7,122 -36%
MAM
49
Milestone Asset Management
Pennsylvania
$434K +$9.82K +280 +2%
AWM
50
Austin Wealth Management
Texas
$409K +$151K +4,294 +57%

PHYL Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2025, worth a combined $246M — up 26% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PHYL positions and 5 closed out — a net gain of 12 holders — while 51 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.06M. The largest seller was Goodwin Investment Advisory, exiting entirely with an estimated $8.23M sold.

  • 85 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $246M of PGIM Active High Yield Bond ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 17 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2025 and 5 closed out, a net change of +12 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $8.06M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q1 2025 was Goodwin Investment Advisory, an estimated $8.23M sold.

Based on aggregated 13F filings for Q1 2025.