We are live on ! Find out more
PHYL icon

PGIM Active High Yield Bond ETF

109 hedge funds and large institutions have $892M invested in PGIM Active High Yield Bond ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 24

123% more capital invested

Capital invested by funds: $400M → $892M (+$492M)

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more funds holding

Funds holding: 98109 (+11)

6.32% more ownership

Funds ownership: 91.12%97.44% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
57
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$1.43M +$177K +5,002 +14%
RC
52
Rovin Capital
Arizona
$1.42M +$312K +8,804 +28%
IIM
53
InTrack Investment Management
Vermont
$1.33M +$300K +8,461 +29%
MAG
54
MRA Advisory Group
New Jersey
$1.25M +$1.25M +35,125 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.21M +$1.21M +34,215 New
CCMG
56
Connecticut Capital Management Group
Connecticut
$1.21M +$1.2M +33,980 New
FRA
57
FFG Retirement Advisors
Colorado
$1.13M -$5K -141 -0.4%
FFP
58
Freedom Financial Partners
Minnesota
$1.05M +$52.8K +1,488 +5%
BHFP
59
Blom & Howell Financial Planning
California
$1.01M +$1.01M +28,465 New
IF
60
Integrity Financial
Wyoming
$931K -$638 -18 -0.1%
UAG
61
United Advisor Group
Ohio
$929K +$83.8K +2,363 +10%
VFG
62
Victory Financial Group
Texas
$892K +$393K +11,076 +79%
MHS
63
M Holdings Securities
Oregon
$840K +$839K +23,666 New
SB
64
Strategic Blueprint
Georgia
$826K +$2.2K +62 +0.3%
HPM
65
Hoxton Planning & Management
West Virginia
$784K -$7.2K -203 -0.9%
CA
66
Claro Advisors
Massachusetts
$776K +$155K +4,374 +25%
MWM
67
MBE Wealth Management
Wisconsin
$737K -$11K -309 -1%
GSEP
68
Golden State Equity Partners
California
$702K +$701K +19,776 New
PFW
69
Petros Family Wealth
Minnesota
$661K +$660K +18,625 New
HCM
70
Hicks Capital Management
Ohio
$599K +$175K +4,926 +41%
JSL
71
JT Stratford LLC
Georgia
$578K -$10.5K -297 -2%
SPIA
72
Steward Partners Investment Advisory
New York
$499K +$21K +592 +4%
VC
73
Veracity Capital
Georgia
$496K +$244K +6,875 +97%
AWM
74
Austin Wealth Management
Texas
$455K -$92.8K -2,618 -17%
SI
75
Stephens Inc
Arkansas
$426K -$46K -1,297 -10%

PHYL Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q4 2025, worth a combined $892M — up 123% from $400M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PHYL positions and 13 closed out — a net gain of 11 holders — while 57 added to existing stakes and 24 trimmed.

The largest buyer was Prudential Financial, adding an estimated $346M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $5.76M sold.

  • 109 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $892M of PGIM Active High Yield Bond ETF stock for Q4 2025, up 123% quarter-over-quarter.
  • 24 funds opened new PGIM Active High Yield Bond ETF positions in Q4 2025 and 13 closed out, a net change of +11 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q4 2025 was Prudential Financial, an estimated $346M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q4 2025 was Redhawk Wealth Advisors, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2025.