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PGIM Active High Yield Bond ETF

92 hedge funds and large institutions have $308M invested in PGIM Active High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

25% more capital invested

Capital invested by funds: $246M → $308M (+$62.3M)

9.65% more ownership

Funds ownership: 90.81%100.46% (+9.7%)

8% more funds holding

Funds holding: 8592 (+7)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
38
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$66.7M +$16.3M +469,822 +33%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$27.5M +$10.4M +300,000 +63%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$24.2M +$4.23M +122,156 +22%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$19.8M +$11.3M +326,057 +141%
LPL Financial
5
LPL Financial
California
$13M -$2.28M -65,880 -15%
OPAM
6
Ocean Park Asset Management
California
$12.8M
JP Morgan Chase
7
JP Morgan Chase
New York
$11M -$1.34M -38,775 -11%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$10.2M +$10M +288,680 New
IA
9
Inspire Advisors
Idaho
$10.1M +$9.82M +283,535 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$8.75M +$2.95M +85,247 +53%
MML Investors Services
11
MML Investors Services
Massachusetts
$8.13M +$286K +8,259 +4%
Wells Fargo
12
Wells Fargo
California
$7.08M +$974K +28,102 +16%
FWM
13
Foguth Wealth Management
Michigan
$5.71M -$1.24M -35,687 -18%
SAW
14
Signal Advisors Wealth
Michigan
$5.6M -$1.05M -30,269 -16%
CI
15
CacheTech Inc
Utah
$5.28M +$205K +5,902 +4%
AWM
16
Adams Wealth Management
Utah
$5.28M +$475K +13,705 +10%
AAA
17
American Alpha Advisors
New York
$5.14M -$892K -25,734 -15%
PA
18
PFW Advisors
Georgia
$4.66M -$20K -576 -0.4%
ARG
19
Advisory Resource Group
Oklahoma
$4.36M +$247K +7,135 +6%
FTS
20
Fifth Third Securities
Ohio
$3.77M +$179K +5,164 +5%
EIG
21
Ellenbecker Investment Group
Wisconsin
$3.36M +$636K +18,363 +24%
RA
22
RFG Advisory
Alabama
$2.85M +$2.78M +80,335 New
SWA
23
Sax Wealth Advisors
New Jersey
$2.23M +$539K +15,567 +33%
Stifel Financial
24
Stifel Financial
Missouri
$2.18M +$1.36M +39,324 +178%
BCG
25
Breakwater Capital Group
New Jersey
$2.05M +$979K +28,249 +96%

PHYL Hedge Fund Activity: Q2 2025 in Review

92 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q2 2025, worth a combined $308M — up 25% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PHYL positions and 11 closed out — a net gain of 7 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Prudential Financial, adding an estimated $16.3M. The largest seller was Hughes Financial Services, cutting an estimated $7.78M.

  • 92 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $308M of PGIM Active High Yield Bond ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 18 funds opened new PGIM Active High Yield Bond ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q2 2025 was Prudential Financial, an estimated $16.3M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q2 2025 was Hughes Financial Services, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2025.