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PGIM Active High Yield Bond ETF

98 hedge funds and large institutions have $400M invested in PGIM Active High Yield Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 18

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

30% more capital invested

Capital invested by funds: $308M → $400M (+$91.4M)

7% more funds holding

Funds holding: 9298 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.35% less ownership

Funds ownership: 100.46%91.12% (-9.3%)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
59
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$128M +$59.4M +1,672,074 +88%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$37.5M +$9.76M +275,000 +35%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.2M +$7.85M +221,242 +32%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$13.4M +$4.6M +129,671 +53%
LPL Financial
5
LPL Financial
California
$13.1M +$18.1K +511 +0.1%
IA
6
Inspire Advisors
Idaho
$11.5M +$1.32M +37,113 +13%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.2M +$195K +5,496 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.86M +$9.15M +257,694 +1,416%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$9.11M -$10.7M -302,083 -54%
MML Investors Services
10
MML Investors Services
Massachusetts
$8.87M +$680K +19,162 +8%
Wells Fargo
11
Wells Fargo
California
$8.79M +$1.64M +46,249 +23%
CAL
12
Capital Analysts LLC
Pennsylvania
$7.5M +$6.44M +181,447 +641%
RWA
13
Redhawk Wealth Advisors
Minnesota
$5.76M +$5.72M +161,121 New
CI
14
CacheTech Inc
Utah
$5.64M +$316K +8,906 +6%
AAA
15
American Alpha Advisors
New York
$5.32M +$147K +4,130 +3%
AWM
16
Adams Wealth Management
Utah
$5.28M -$35.9K -1,012 -0.7%
ARG
17
Advisory Resource Group
Oklahoma
$4.74M +$349K +9,826 +8%
PA
18
PFW Advisors
Georgia
$4.71M +$21.2K +596 +0.5%
OPAM
19
Ocean Park Asset Management
California
$4.59M -$8.5M -239,500 -65%
EIG
20
Ellenbecker Investment Group
Wisconsin
$4.35M +$954K +26,885 +28%
FTS
21
Fifth Third Securities
Ohio
$4.05M +$255K +7,174 +7%
OIA
22
OneDigital Investment Advisors
Kansas
$3.83M +$2.02M +56,947 +113%
SWP
23
Stratos Wealth Partners
Ohio
$3.61M +$3.58M +100,899 New
RA
24
RFG Advisory
Alabama
$3.25M +$380K +10,707 +13%
SWA
25
Sax Wealth Advisors
New Jersey
$3.21M +$959K +27,027 +43%

PHYL Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PGIM Active High Yield Bond ETF (PHYL) for Q3 2025, worth a combined $400M — up 30% from $308M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHYL positions and 7 closed out — a net gain of 9 holders — while 59 added to existing stakes and 18 trimmed.

The largest buyer was Prudential Financial, adding an estimated $59.4M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $10.7M.

  • 98 institutional investors held PGIM Active High Yield Bond ETF (PHYL) as of Q3 2025, up from 92 in Q2 2025.
  • Funds reported $400M of PGIM Active High Yield Bond ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 16 funds opened new PGIM Active High Yield Bond ETF positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest PGIM Active High Yield Bond ETF buyer in Q3 2025 was Prudential Financial, an estimated $59.4M added.
  • The largest PGIM Active High Yield Bond ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.