PGIM Active High Yield Bond ETF
PHYL
9 hedge funds and large institutions have $34.6M invested in PGIM Active High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
24% more capital invested
Capital invested by funds: $28M → $34.6M (+$6.64M)
13% more funds holding
Funds holding: 8 → 9 (+1)
1.37% more ownership
Funds ownership: 87.51% → 88.88% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$4.08M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$561K |
| 3 |
Jane Street
New York
|
+$519K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$324K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4K |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$2K |
| 3 |
LPL Financial
San Diego,
California
|
-$40 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Prudential Financial
Newark,
New Jersey
| $24.8M | – | – | – |
|
|
AWM
2
Adams Wealth Management
Logan,
Utah
| $6.25M | +$4.08M | +102,943 | +189% |
|
|
3
LPL Financial
San Diego,
California
| $898K | -$40 | -1 | -0% |
|
|
TC
4
TownSquare Capital
Provo,
Utah
| $584K | +$248K | +6,248 | +74% |
|
|
5
Citadel Advisors
Miami,
Florida
| $562K | +$561K | +14,152 | New |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $554K | +$3.33K | +84 | +0.6% |
|
|
7
Jane Street
New York
| $520K | +$519K | +13,092 | New |
|
|
OIA
8
OneDigital Investment Advisors
Overland Park,
Kansas
| $324K | +$324K | +8,158 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $79K | +$7.93K | +200 | +11% |
|
|
CAN
10
Cetera Advisor Networks
El Segundo,
California
| – | -$4K | -105 | Closed |
|
|
BWL
11
Bogart Wealth LLC
Mclean,
Virginia
| – | -$2K | -50 | Closed |
|
PHYL Hedge Fund Activity: Q3 2020 in Review
9 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q3 2020, worth a combined $34.6M — up 24% from $28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHYL positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Adams Wealth Management, adding an estimated $4.08M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $4K sold.
- 9 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q3 2020, up from 8 in Q2 2020.
- Funds reported $34.6M of PGIM Active High Yield Bond ETF stock for Q3 2020, up 24% quarter-over-quarter.
- 3 funds opened new PGIM Active High Yield Bond ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest PGIM Active High Yield Bond ETF buyer in Q3 2020 was Adams Wealth Management, an estimated $4.08M added.
- The largest PGIM Active High Yield Bond ETF seller in Q3 2020 was Cetera Advisor Networks, an estimated $4K sold.
Based on aggregated 13F filings for Q3 2020.