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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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$408K +$408K +11,507 New
MAM
77
Milestone Asset Management
Pennsylvania
$405K -$12.8K -360 -3%
HH
78
Hilltop Holdings
Texas
$394K +$54.7K +1,543 +16%
KFA
79
Kelleher Financial Advisors
New York
$386K +$386K +10,891 New
SPWM
80
Smith Partners Wealth Management
North Carolina
$370K +$370K +10,435 New
Truist Financial
81
Truist Financial
North Carolina
$368K +$69.1K +1,949 +23%
KAS
82
Kestra Advisory Services
Texas
$347K +$115K +3,255 +50%
ALC
83
Alexander Labrunerie & Co
Missouri
$335K +$5.32K +150 +2%
AA
84
Armis Advisers
Georgia
$334K +$2.48K +70 +0.7%
KPWS
85
Kestra Private Wealth Services
Texas
$328K +$327K +9,237 New
MFG
86
Mendota Financial Group
Wisconsin
$318K +$152K +4,294 +92%
GPWA
87
Gaddis Premier Wealth Advisors
Oklahoma
$294K +$293K +8,276 New
SFS
88
Symphony Financial Services
Ohio
$253K +$3.76K +106 +2%
PAG
89
Private Advisor Group
New Jersey
$248K -$66.5K -1,876 -21%
B
90
Bensler
Washington
$247K +$22.1K +623 +10%
PTC
91
Private Trust Company
Ohio
$237K +$19.5K +551 +9%
EWA
92
EP Wealth Advisors
California
$233K +$233K +6,570 New
GRP
93
Global Retirement Partners
California
$160K +$10.8K +305 +7%
Morgan Stanley
94
Morgan Stanley
New York
$145K +$7.66K +216 +6%
AIM
95
Anchor Investment Management
South Carolina
$109K +$780 +22 +0.7%
FNWA
96
Financial Network Wealth Advisors
Utah
$55.2K -$4.29K -121 -7%
CFD
97
Creative Financial Designs
Indiana
$54.5K -$11.4K -322 -17%
EWM
98
Evolution Wealth Management
Florida
$33K +$32.9K +929 New
HI
99
Harbour Investments
Wisconsin
$13.5K -$55.8K -1,573 -81%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$13K -$17.2K -486 -57%

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.