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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
Stifel Financial
51
Stifel Financial
Missouri
$267K +$271K +7,696 New
AWM
52
Austin Wealth Management
Texas
$264K -$73.6K -2,088 -22%
HH
53
Hilltop Holdings
Texas
$254K -$40.8K -1,157 -14%
BWM
54
BlackDiamond Wealth Management
New York
$234K +$13.3K +378 +6%
SPAS
55
Spectrum Planning & Advisory Services
California
$211K +$214K +6,084 New
GRP
56
Global Retirement Partners
California
$186K +$49.2K +1,395 +35%
CFD
57
Creative Financial Designs
Indiana
$137K +$139K +3,940 New
GWP
58
Gen-Wealth Partners
Michigan
$122K +$124K +3,523 New
PTC
59
Private Trust Company
Ohio
$104K
AIM
60
Anchor Investment Management
South Carolina
$86K +$87.2K +2,475 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$84K +$85K +2,413 New
HI
62
Harbour Investments
Wisconsin
$75.1K +$76.2K +2,161 New
Morgan Stanley
63
Morgan Stanley
New York
$57.4K
FNWA
64
Financial Network Wealth Advisors
Utah
$40.8K -$85.9K -2,437 -68%
SC
65
Steph & Co
Wisconsin
$20K +$4.58K +130 +29%
PA
66
PSI Advisors
Florida
$14.6K +$14.8K +421 New
AWM
67
AE Wealth Management
Kansas
$13.6K +$13.8K +391 New
SFA
68
Semmax Financial Advisors
North Carolina
$11.9K +$11.9K +339 New
BlackRock
69
BlackRock
New York
$8.27K +$8.39K +238 New
EWA
70
EverSource Wealth Advisors
Alabama
$7.5K +$7.61K +216 New
SWM
71
Spire Wealth Management
Virginia
$6.32K +$6.41K +182 New
CAS
72
Coppell Advisory Solutions
Texas
$3.27K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1K +$705 +20 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$228 +$211 +6 New
Citadel Advisors
75
Citadel Advisors
Florida
-$2.79M -77,844 Closed

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.