We are live on ! Find out more
PHYL icon

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
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$392K -$134K -3,811 -25%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$381K +$96.7K +2,757 +34%
HH
53
Hilltop Holdings
Texas
$364K +$110K +3,142 +43%
ALC
54
Alexander Labrunerie & Co
Missouri
$323K +$3.58K +102 +1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$304K +$221K +6,306 +261%
AA
56
Armis Advisers
Georgia
$304K +$306K +8,727 New
PAG
57
Private Advisor Group
New Jersey
$303K +$13.2K +375 +5%
AWS
58
Atria Wealth Solutions
New York
$287K +$289K +8,237 New
SFS
59
Symphony Financial Services
Ohio
$286K +$15.3K +436 +6%
OIA
60
OneDigital Investment Advisors
Kansas
$269K -$134K -3,828 -33%
KFA
61
Kelleher Financial Advisors
New York
$240K +$257K +7,329 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$233K +$235K +6,690 New
Jane Street
63
Jane Street
New York
$216K +$218K +6,207 New
VFG
64
Victory Financial Group
Texas
$203K +$204K +5,823 New
CFD
65
Creative Financial Designs
Indiana
$144K +$7.33K +209 +5%
GWP
66
Gen-Wealth Partners
Michigan
$140K +$17.6K +503 +14%
CAL
67
Capital Analysts LLC
Pennsylvania
$131K +$132K +3,773 New
PTC
68
Private Trust Company
Ohio
$104K
AIM
69
Anchor Investment Management
South Carolina
$87K +$807 +23 +0.9%
HI
70
Harbour Investments
Wisconsin
$75.8K +$561 +16 +0.7%
Morgan Stanley
71
Morgan Stanley
New York
$57.6K
FNWA
72
Financial Network Wealth Advisors
Utah
$57.2K +$16.4K +469 +40%
MFG
73
Mendota Financial Group
Wisconsin
$52.8K +$53.2K +1,517 New
SC
74
Steph & Co
Wisconsin
$19.2K -$842 -24 -4%
PA
75
PSI Advisors
Florida
$15.4K +$737 +21 +5%

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.