We are live on ! Find out more
PHYL icon

PGIM Active High Yield Bond ETF

85 hedge funds and large institutions have $246M invested in PGIM Active High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 12

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

26% more capital invested

Capital invested by funds: $196M → $246M (+$50.3M)

15% more funds holding

Funds holding: 7485 (+11)

6.41% less ownership

Funds ownership: 97.22%90.81% (-6.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
51
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$50.1M +$6.34M +180,721 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.5M +$8.06M +229,883 +70%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$16.5M +$4.38M +125,000 +36%
LPL Financial
4
LPL Financial
California
$15M +$6.3M +179,539 +71%
OPAM
5
Ocean Park Asset Management
California
$12.8M +$5.02M +143,100 +64%
JP Morgan Chase
6
JP Morgan Chase
New York
$12.1M +$486K +13,857 +4%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$8.04M -$563K -16,065 -7%
HFS
8
Hughes Financial Services
Virginia
$7.82M +$309K +8,798 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.69M +$3.98M +113,373 +106%
FWM
10
Foguth Wealth Management
Michigan
$6.85M +$3.9M +111,288 +130%
SAW
11
Signal Advisors Wealth
Michigan
$6.55M +$2.26M +64,464 +52%
Wells Fargo
12
Wells Fargo
California
$5.97M +$1.72M +49,045 +40%
AAA
13
American Alpha Advisors
New York
$5.93M +$261K +7,451 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$5.62M +$2.12M +60,419 +60%
AWM
15
Adams Wealth Management
Utah
$4.7M +$77.5K +2,210 +2%
CI
16
CacheTech Inc
Utah
$4.7M +$351K +10,013 +8%
PA
17
PFW Advisors
Georgia
$4.59M -$166K -4,744 -3%
ARG
18
Advisory Resource Group
Oklahoma
$4.03M +$4.06M +115,686 New
FTS
19
Fifth Third Securities
Ohio
$3.51M +$224K +6,378 +7%
CMF
20
Counterpoint Mutual Funds
California
$3.48M
TC
21
TownSquare Capital
Utah
$3.22M -$168K -4,784 -5%
FC
22
Fjell Capital
North Dakota
$3.16M -$243K -6,934 -7%
EIG
23
Ellenbecker Investment Group
Wisconsin
$2.66M +$993K +28,317 +59%
Raymond James Financial
24
Raymond James Financial
Florida
$1.88M +$207K +5,907 +12%
EH
25
Equitable Holdings
New York
$1.77M +$709K +20,204 +64%

PHYL Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q1 2025, worth a combined $246M — up 26% from $196M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PHYL positions and 5 closed out — a net gain of 12 holders — while 51 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.06M. The largest seller was Goodwin Investment Advisory, exiting entirely with an estimated $8.23M sold.

  • 85 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $246M of PGIM Active High Yield Bond ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 17 funds opened new PGIM Active High Yield Bond ETF positions in Q1 2025 and 5 closed out, a net change of +12 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $8.06M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q1 2025 was Goodwin Investment Advisory, an estimated $8.23M sold.

Based on aggregated 13F filings for Q1 2025.