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PGIM Active High Yield Bond ETF

22 hedge funds and large institutions have $78M invested in PGIM Active High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

16% more funds holding

Funds holding: 1922 (+3)

5.64% more ownership

Funds ownership: 82.56%88.2% (+5.6%)

2% more capital invested

Capital invested by funds: $76.5M → $78M (+$1.49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$52.1M +$5.26M +146,000 +11%
AWM
2
Adams Wealth Management
Utah
$7.14M -$120K -3,332 -2%
Jane Street
3
Jane Street
New York
$5.93M +$1.2M +33,441 +24%
OIA
4
OneDigital Investment Advisors
Kansas
$2.88M +$683K +18,953 +29%
LPL Financial
5
LPL Financial
California
$2.01M +$635K +17,634 +43%
KWM
6
KerberRose Wealth Management
Wisconsin
$1.86M +$1.97M +54,701 New
ARG
7
Advisory Resource Group
Oklahoma
$1.42M +$162K +4,502 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$794K +$25.8K +717 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$746K +$790K +21,920 New
RC
10
Rovin Capital
Arizona
$592K +$15.3K +425 +3%
FTUS
11
Flow Traders U.S.
New York
$575K +$88.1K +2,445 +17%
PAG
12
Powers Advisory Group
Illinois
$473K +$6.12K +170 +1%
DI
13
DFPG Investments
Utah
$434K -$10.6K -295 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$421K -$152K -4,222 -25%
BAM
15
BTS Asset Management
Massachusetts
$329K +$34.3K +953 +11%
TC
16
TownSquare Capital
Utah
$234K -$199K -5,521 -45%
UBS Group
17
UBS Group
Switzerland
$25K +$26.1K +724 New
NFSG
18
Newbridge Financial Services Group
Florida
$22K
BTI
19
Blue Trust Inc
Georgia
$15K +$14.4K +401 New
CFD
20
Creative Financial Designs
Indiana
$11K +$144 +4 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6K -$82.5K -2,291 -93%
APA
22
American Portfolios Advisors
New York
$2.08K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
-$11K -276 Closed

PHYL Hedge Fund Activity: Q2 2022 in Review

22 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2022, worth a combined $78M — up 2% from $76.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PHYL positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Prudential Financial, adding an estimated $5.26M. The largest seller was TownSquare Capital, cutting an estimated $199K.

  • 22 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2022, up from 19 in Q1 2022.
  • Funds reported $78M of PGIM Active High Yield Bond ETF stock for Q2 2022, up 2% quarter-over-quarter.
  • 4 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2022 and 1 closed out, a net change of +3 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q2 2022 was Prudential Financial, an estimated $5.26M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q2 2022 was TownSquare Capital, an estimated $199K sold.

Based on aggregated 13F filings for Q2 2022.