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PGIM Active High Yield Bond ETF

74 hedge funds and large institutions have $196M invested in PGIM Active High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

88% more capital invested

Capital invested by funds: $104M → $196M (+$91.5M)

64% more funds holding

Funds holding: 4574 (+29)

20.08% more ownership

Funds ownership: 77.14%97.22% (+20%)

Holders
74
Holders Change
+29
Holders Change %
+64.44%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
22
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$43.8M +$16M +453,321 +57%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$12.2M +$12.3M +350,000 New
JP Morgan Chase
3
JP Morgan Chase
New York
$11.6M +$11.8M +333,942 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.4M +$2.13M +60,310 +22%
LPL Financial
5
LPL Financial
California
$8.75M +$6.85M +194,477 +339%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$8.58M +$909K +25,791 +12%
GIA
7
Goodwin Investment Advisory
Georgia
$8.23M +$8.31M +235,878 New
OPAM
8
Ocean Park Asset Management
California
$7.81M
HFS
9
Hughes Financial Services
Virginia
$7.53M +$7.64M +216,814 New
AAA
10
American Alpha Advisors
New York
$5.66M +$192K +5,452 +3%
PA
11
PFW Advisors
Georgia
$4.74M +$4.81M +136,556 New
AWM
12
Adams Wealth Management
Utah
$4.62M +$620K +17,601 +15%
CI
13
CacheTech Inc
Utah
$4.62M +$620K +17,601 +15%
SAW
14
Signal Advisors Wealth
Michigan
$4.33M +$2.16M +61,186 +98%
Wells Fargo
15
Wells Fargo
California
$4.25M +$4.26M +120,952 +8,652%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.73M +$1.51M +42,786 +66%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.5M +$2.31M +65,442 +185%
CMF
18
Counterpoint Mutual Funds
California
$3.47M
FC
19
Fjell Capital
North Dakota
$3.39M +$3.44M +97,551 New
TC
20
TownSquare Capital
Utah
$3.38M -$515K -14,605 -13%
FTS
21
Fifth Third Securities
Ohio
$3.28M +$957K +27,144 +40%
FWM
22
Foguth Wealth Management
Michigan
$3.01M +$732K +20,762 +32%
GWM
23
Gibbs Wealth Management
Georgia
$1.68M -$168K -4,775 -9%
Raymond James Financial
24
Raymond James Financial
Florida
$1.67M +$1.7M +48,181 New
EIG
25
Ellenbecker Investment Group
Wisconsin
$1.67M +$1.69M +48,064 New

PHYL Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q4 2024, worth a combined $196M — up 88% from $104M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PHYL positions and 4 closed out — a net gain of 31 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Prudential Financial, adding an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.79M sold.

  • 74 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $196M of PGIM Active High Yield Bond ETF stock for Q4 2024, up 88% quarter-over-quarter.
  • 35 funds opened new PGIM Active High Yield Bond ETF positions in Q4 2024 and 4 closed out, a net change of +31 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q4 2024 was Prudential Financial, an estimated $16M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2024.