PGIM Active High Yield Bond ETF
PHYL
13 hedge funds and large institutions have $49.1M invested in PGIM Active High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
8% more funds holding
Funds holding: 12 → 13 (+1)
2% more capital invested
Capital invested by funds: $48.1M → $49.1M (+$1.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.65% less ownership
Funds ownership: 82.24% → 76.59% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$4.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$498K |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
+$314K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$184K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.69M |
| 2 |
Jane Street
New York
|
-$1.55M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$279K |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$153K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$52.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Prudential Financial
Newark,
New Jersey
| $25.9M | – | – | – |
|
|
AWM
2
Adams Wealth Management
Logan,
Utah
| $9.17M | -$153K | -3,714 | -2% |
|
|
ARG
3
Advisory Resource Group
Tulsa,
Oklahoma
| $4.06M | +$4.04M | +98,135 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $3.86M | +$498K | +12,093 | +15% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $1.49M | -$279K | -6,785 | -16% |
|
|
6
Citadel Advisors
Miami,
Florida
| $879K | -$2.69M | -65,310 | -75% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $793K | +$184K | +4,463 | +30% |
|
|
TC
8
TownSquare Capital
Provo,
Utah
| $783K | -$52.3K | -1,272 | -6% |
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| $694K | +$18.5K | +450 | +3% |
|
|
OIA
10
OneDigital Investment Advisors
Overland Park,
Kansas
| $504K | +$102K | +2,476 | +26% |
|
11
LPL Financial
San Diego,
California
| $502K | +$27.1K | +659 | +6% |
|
|
DI
12
DFPG Investments
Sandy,
Utah
| $316K | +$314K | +7,629 | New |
|
13
Truist Financial
Charlotte,
North Carolina
| $214K | +$5.97K | +145 | +3% |
|
|
14
Jane Street
New York
| – | -$1.55M | -37,924 | Closed |
|
PHYL Hedge Fund Activity: Q2 2021 in Review
13 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2021, worth a combined $49.1M — up 2.2% from $48.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PHYL positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Resource Group, opening a new position worth an estimated $4.04M. The largest seller was Citadel Advisors, cutting an estimated $2.69M.
- 13 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2021, up from 12 in Q1 2021.
- Funds reported $49.1M of PGIM Active High Yield Bond ETF stock for Q2 2021, up 2.2% quarter-over-quarter.
- 2 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest PGIM Active High Yield Bond ETF buyer in Q2 2021 was Advisory Resource Group, an estimated $4.04M added.
- The largest PGIM Active High Yield Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $2.69M sold.
Based on aggregated 13F filings for Q2 2021.