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PGIM Active High Yield Bond ETF

92 hedge funds and large institutions have $308M invested in PGIM Active High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

25% more capital invested

Capital invested by funds: $246M → $308M (+$62.3M)

9.65% more ownership

Funds ownership: 90.81%100.46% (+9.7%)

8% more funds holding

Funds holding: 8592 (+7)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
38
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Gibbs Wealth Management
Georgia
$2.01M +$262K +7,564 +15%
CPA
27
Capital Performance Advisors
California
$1.84M +$652K +18,820 +57%
FC
28
Fjell Capital
North Dakota
$1.82M -$1.36M -39,379 -43%
OIA
29
OneDigital Investment Advisors
Kansas
$1.78M +$1.47M +42,491 +549%
Raymond James Financial
30
Raymond James Financial
Florida
$1.72M -$191K -5,518 -10%
EH
31
Equitable Holdings
New York
$1.66M -$175K -5,062 -10%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.63M +$613K +17,696 +63%
FCFC
33
First Citizens Financial Corp
Iowa
$1.32M -$60.7K -1,753 -4%
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.28M +$1.25M +35,963 New
FRA
35
FFG Retirement Advisors
Colorado
$1.26M -$409K -11,794 -25%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.16M +$1.14M +32,835 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.07M +$318K +9,172 +44%
RC
38
Rovin Capital
Arizona
$1.06M +$63.1K +1,821 +6%
IIM
39
InTrack Investment Management
Vermont
$1.01M +$981K +28,324 New
CAL
40
Capital Analysts LLC
Pennsylvania
$1M +$850K +24,522 +650%
JWCA
41
J.W. Cole Advisors
Florida
$953K +$228K +6,571 +32%
FFP
42
Freedom Financial Partners
Minnesota
$893K +$44.1K +1,273 +5%
HPM
43
Hoxton Planning & Management
West Virginia
$834K +$814K +23,491 New
FTUS
44
Flow Traders U.S.
New York
$783K +$765K +22,076 New
UAG
45
United Advisor Group
Ohio
$750K +$733K +21,144 New
IF
46
Integrity Financial
Wyoming
$734K +$717K +20,685 New
MWM
47
MBE Wealth Management
Wisconsin
$732K +$38.1K +1,100 +6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$647K +$328K +9,477 +109%
SB
49
Strategic Blueprint
Georgia
$597K -$775K -22,371 -57%
Jane Street
50
Jane Street
New York
$592K +$362K +10,461 +169%

PHYL Hedge Fund Activity: Q2 2025 in Review

92 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2025, worth a combined $308M — up 25% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PHYL positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Prudential Financial, adding an estimated $16.3M. The largest seller was Hughes Financial Services, cutting an estimated $7.78M.

  • 92 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $308M of PGIM Active High Yield Bond ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 18 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q2 2025 was Prudential Financial, an estimated $16.3M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q2 2025 was Hughes Financial Services, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2025.