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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
Morgan Stanley
76
Morgan Stanley
New York
$58.7K
FNWA
77
Financial Network Wealth Advisors
Utah
$58.3K
HI
78
Harbour Investments
Wisconsin
$54.1K -$22.6K -653 -30%
HFS
79
Hughes Financial Services
Virginia
$39.3K -$7.78M -224,501 -100%
SAM
80
Smartleaf Asset Management
Massachusetts
$25.6K +$25.1K +723 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$24K +$17.7K +510 +333%
SPIA
82
Steward Partners Investment Advisory
New York
$23.5K +$23K +663 New
SC
83
Steph & Co
Wisconsin
$19.6K
SFA
84
Semmax Financial Advisors
North Carolina
$10.7K -$2.46K -71 -19%
BlackRock
85
BlackRock
New York
$5.04K -$3.43K -99 -41%
EWA
86
EverSource Wealth Advisors
Alabama
$3.3K +$3.19K +92 +9,200%
AWM
87
AE Wealth Management
Kansas
$3.1K -$4.5K -130 -60%
NB
88
NBT Bank
New York
$1.24K
ACA
89
Aptus Capital Advisors
Alabama
$994
Fidelity Investments
90
Fidelity Investments
Massachusetts
$560 +$347 +10 +167%
UBS Group
91
UBS Group
Switzerland
$355 +$347 +10 New
AF
92
Alerus Financial
North Dakota
$213 +$208 +6 New
CMF
93
Counterpoint Mutual Funds
California
-$3.48M -100,000 Closed
PAS
94
Park Avenue Securities
New York
-$1.22M -35,012 Closed
APW
95
Austin Private Wealth
Texas
-$896K -25,721 Closed
HGWM
96
Horst & Graben Wealth Management
Oregon
-$610K -17,525 Closed
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
-$439K -12,609 Closed
PAG
98
Private Advisor Group
New Jersey
-$303K -8,693 Closed
AWS
99
Atria Wealth Solutions
New York
-$287K -8,237 Closed
PTC
100
Private Trust Company
Ohio
-$104K -3,000 Closed

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.