PGIM Active High Yield Bond ETF
PHYL
25 hedge funds and large institutions have $86.2M invested in PGIM Active High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
9% more funds holding
Funds holding: 23 → 25 (+2)
1.48% more ownership
Funds ownership: 78.98% → 80.46% (+1.5%)
2% more capital invested
Capital invested by funds: $84.4M → $86.2M (+$1.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.17M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$2.51M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$882K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$855K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$5.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.55M |
| 3 |
Jane Street
New York
|
-$1.37M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$920K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$920K |
PHYL Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q4 2023, worth a combined $86.2M — up 2.1% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHYL positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.17M. The largest seller was Prudential Financial, cutting an estimated $5.03M.
- 25 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $86.2M of PGIM Active High Yield Bond ETF stock for Q4 2023, up 2.1% quarter-over-quarter.
- 8 funds opened new PGIM Active High Yield Bond ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
- The largest PGIM Active High Yield Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $3.17M added.
- The largest PGIM Active High Yield Bond ETF seller in Q4 2023 was Prudential Financial, an estimated $5.03M sold.
Based on aggregated 13F filings for Q4 2023.