PGIM Active High Yield Bond ETF
PHYL
23 hedge funds and large institutions have $84.4M invested in PGIM Active High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
9% more capital invested
Capital invested by funds: $77.2M → $84.4M (+$7.19M)
3.5% less ownership
Funds ownership: 82.49% → 78.98% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.59M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.58M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.06M |
| 5 |
Jane Street
New York
|
+$880K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$2.81M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$410K |
| 3 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$261K |
| 4 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$184K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.4K |
PHYL Hedge Fund Activity: Q3 2023 in Review
23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q3 2023, worth a combined $84.4M — up 9.3% from $77.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHYL positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.46M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $2.81M sold.
- 23 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q3 2023, up from 19 in Q2 2023.
- Funds reported $84.4M of PGIM Active High Yield Bond ETF stock for Q3 2023, up 9.3% quarter-over-quarter.
- 5 funds opened new PGIM Active High Yield Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest PGIM Active High Yield Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $3.46M added.
- The largest PGIM Active High Yield Bond ETF seller in Q3 2023 was Advisory Resource Group, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2023.