We are live on ! Find out more
PHYL icon

PGIM Active High Yield Bond ETF

38 hedge funds and large institutions have $96.4M invested in PGIM Active High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

58% more funds holding

Funds holding: 2438 (+14)

9% more capital invested

Capital invested by funds: $88.3M → $96.4M (+$8.03M)

4.43% more ownership

Funds ownership: 71.05%75.48% (+4.4%)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
38
Holders Change
+14
Holders Change %
+58.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
4
Reduced
13
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
$37.7M -$9.1M -264,680 -20%
OPAM
2
Ocean Park Asset Management
California
$7.75M
Jane Street
3
Jane Street
New York
$7.36M +$7.33M +213,372 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.31M -$1.88M -54,686 -21%
PA
5
PFW Advisors
Georgia
$4.65M -$106K -3,073 -2%
TC
6
TownSquare Capital
Utah
$3.81M +$3.8M +110,435 New
AWM
7
Adams Wealth Management
Utah
$3.7M +$485K +14,126 +15%
CI
8
CacheTech Inc
Utah
$3.7M +$3.69M +107,364 New
FTS
9
Fifth Third Securities
Ohio
$2.32M +$2.31M +67,310 New
MML Investors Services
10
MML Investors Services
Massachusetts
$2.04M -$439K -12,786 -18%
LPL Financial
11
LPL Financial
California
$1.87M -$228K -6,640 -11%
GWM
12
Gibbs Wealth Management
Georgia
$1.83M +$1.82M +52,919 New
OIA
13
OneDigital Investment Advisors
Kansas
$1.55M -$120K -3,490 -7%
FWM
14
Foguth Wealth Management
Michigan
$1.25M +$1.25M +36,272 New
FCFC
15
First Citizens Financial Corp
Iowa
$1.18M +$28.2K +821 +2%
EH
16
Equitable Holdings
New York
$901K +$415K +12,086 +86%
Osaic Holdings
17
Osaic Holdings
Arizona
$885K -$576K -16,772 -40%
PAS
18
Park Avenue Securities
New York
$863K -$246K -7,157 -22%
RC
19
Rovin Capital
Arizona
$786K -$5.46K -159 -0.7%
GSIAS
20
Garden State Investment Advisory Services
New Jersey
$676K -$56K -1,629 -8%
FCG
21
Financial Connections Group
California
$612K -$74.3K -2,162 -11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$491K +$490K +14,244 New
RJA
23
Raymond James & Associates
Florida
$483K
Truist Financial
24
Truist Financial
North Carolina
$457K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$404K +$402K +11,695 New

PHYL Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2024, worth a combined $96.4M — up 9.1% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHYL positions and 1 closed out — a net gain of 14 holders — while 4 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $7.33M. The largest seller was Prudential Financial, cutting an estimated $9.1M.

  • 38 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $96.4M of PGIM Active High Yield Bond ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 15 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2024 and 1 closed out, a net change of +14 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q2 2024 was Jane Street, an estimated $7.33M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q2 2024 was Prudential Financial, an estimated $9.1M sold.

Based on aggregated 13F filings for Q2 2024.