PGIM Active High Yield Bond ETF
PHYL
10 hedge funds and large institutions have $24.6M invested in PGIM Active High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3,632% more capital invested
Capital invested by funds: $659K → $24.6M (+$23.9M)
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
233% more funds holding
Funds holding: 3 → 10 (+7)
96.16% more ownership
Funds ownership: 2.28% → 98.45% (+96%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$24.6M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$2.21M |
| 3 |
LPL Financial
San Diego,
California
|
+$345K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$335K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$439K |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$630 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Prudential Financial
Newark,
New Jersey
| $21.3M | +$24.6M | +625,000 | New |
|
|
AWM
2
Adams Wealth Management
Logan,
Utah
| $1.97M | +$2.21M | +56,143 | New |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $421K | +$267K | +6,774 | +129% |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $307K | +$335K | +8,511 | New |
|
|
5
LPL Financial
San Diego,
California
| $307K | +$345K | +8,765 | New |
|
|
6
Truist Financial
Charlotte,
North Carolina
| $261K | +$293K | +7,449 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $11K | +$11.8K | +300 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $9K | +$10.2K | +259 | New |
|
9
UBS Group
Zurich,
Switzerland
| $5K | +$5.59K | +142 | New |
|
|
BWL
10
Bogart Wealth LLC
Mclean,
Virginia
| $2K | -$630 | -16 | -24% |
|
|
11
Jane Street
New York
| – | -$439K | -10,657 | Closed |
|
PHYL Hedge Fund Activity: Q1 2020 in Review
10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2020, worth a combined $24.6M — up 3,632% from $659K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHYL positions and 1 closed out — a net gain of 7 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Prudential Financial, opening a new position worth an estimated $24.6M. The largest seller was Jane Street, exiting entirely with an estimated $439K sold.
- 10 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2020, up from 3 in Q4 2019.
- Funds reported $24.6M of PGIM Active High Yield Bond ETF stock for Q1 2020, up 3,632% quarter-over-quarter.
- 8 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2020 and 1 closed out, a net change of +7 holders.
- The largest PGIM Active High Yield Bond ETF buyer in Q1 2020 was Prudential Financial, an estimated $24.6M added.
- The largest PGIM Active High Yield Bond ETF seller in Q1 2020 was Jane Street, an estimated $439K sold.
Based on aggregated 13F filings for Q1 2020.