PGIM Active High Yield Bond ETF
PHYL
20 hedge funds and large institutions have $72M invested in PGIM Active High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more funds holding
Funds holding: 18 → 20 (+2)
2.06% more ownership
Funds ownership: 79.49% → 81.55% (+2.1%)
5% more capital invested
Capital invested by funds: $68.8M → $72M (+$3.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$2.71M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$821K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$723K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$1.98M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$694K |
| 4 |
LPL Financial
San Diego,
California
|
-$77.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.6K |
PHYL Hedge Fund Activity: Q1 2023 in Review
20 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2023, worth a combined $72M — up 4.6% from $68.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHYL positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Resource Group, opening a new position worth an estimated $2.71M. The largest seller was Adams Wealth Management, cutting an estimated $1.98M.
- 20 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2023, up from 18 in Q4 2022.
- Funds reported $72M of PGIM Active High Yield Bond ETF stock for Q1 2023, up 4.6% quarter-over-quarter.
- 5 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest PGIM Active High Yield Bond ETF buyer in Q1 2023 was Advisory Resource Group, an estimated $2.71M added.
- The largest PGIM Active High Yield Bond ETF seller in Q1 2023 was Adams Wealth Management, an estimated $1.98M sold.
Based on aggregated 13F filings for Q1 2023.