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PGIM Active High Yield Bond ETF

19 hedge funds and large institutions have $76.5M invested in PGIM Active High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

45% more capital invested

Capital invested by funds: $52.9M → $76.5M (+$23.6M)

7.93% more ownership

Funds ownership: 74.63%82.56% (+7.9%)

6% more funds holding

Funds holding: 1819 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$52.9M +$29.6M +760,600 +122%
AWM
2
Adams Wealth Management
Utah
$8.14M -$855K -21,943 -9%
Jane Street
3
Jane Street
New York
$5.37M -$2.02M -51,903 -27%
OIA
4
OneDigital Investment Advisors
Kansas
$2.51M +$1.29M +33,098 +101%
LPL Financial
5
LPL Financial
California
$1.58M +$237K +6,077 +17%
ARG
6
Advisory Resource Group
Oklahoma
$1.42M +$182K +4,660 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$863K +$66.7K +1,712 +8%
RC
8
Rovin Capital
Arizona
$648K -$23.2K -594 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$634K +$8.07K +207 +1%
FTUS
10
Flow Traders U.S.
New York
$551K -$945K -24,254 -63%
PAG
11
Powers Advisory Group
Illinois
$524K +$624 +16 +0.1%
DI
12
DFPG Investments
Utah
$478K
TC
13
TownSquare Capital
Utah
$473K -$75.2K -1,928 -13%
BAM
14
BTS Asset Management
Massachusetts
$333K +$4.79K +123 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$94K +$95.9K +2,459 New
NFSG
16
Newbridge Financial Services Group
Florida
$24K +$6.82K +175 +38%
CFD
17
Creative Financial Designs
Indiana
$12K +$273 +7 +2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.8K +276 New
APA
19
American Portfolios Advisors
New York
$2.33K +$2.38K +61 New
Truist Financial
20
Truist Financial
North Carolina
-$351K -8,666 Closed
UBS Group
21
UBS Group
Switzerland
-$1K -17 Closed

PHYL Hedge Fund Activity: Q1 2022 in Review

19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2022, worth a combined $76.5M — up 45% from $52.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PHYL positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.6M. The largest seller was Jane Street, cutting an estimated $2.02M.

  • 19 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2022, up from 18 in Q4 2021.
  • Funds reported $76.5M of PGIM Active High Yield Bond ETF stock for Q1 2022, up 45% quarter-over-quarter.
  • 3 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
  • The largest PGIM Active High Yield Bond ETF buyer in Q1 2022 was Prudential Financial, an estimated $29.6M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q1 2022 was Jane Street, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2022.