Who Owns PHYL?
PGIM Active High Yield Bond ETF — Institutional Ownership & 13F Holdings
$35.34
-0.01 (-0.03%)
Market Cap
$337.3M
Shares Outstanding
9,577,730
Institutional Holders
82
Total Inst. Value
$146.1M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
27
Closed Positions
6
Increased
41
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | State of New Jersey Common Pension Fund D | $16.5M | 475,000 |
| 2 | Ocean Park Asset Management, LLC | $12.8M | 367,800 |
| 3 | JPMORGAN CHASE & CO | $12.1M | 347,799 |
| 4 | Vestmark Advisory Solutions, Inc. | $8.0M | 230,833 |
| 5 | Hughes Financial Services, LLC | $7.8M | 225,612 |
| 6 | MML INVESTORS SERVICES, LLC | $7.7M | 220,731 |
| 7 | Foguth Wealth Management, LLC.New | $6.8M | 196,687 |
| 8 | Signal Advisors Wealth, LLC | $6.5M | 188,052 |
| 9 | WELLS FARGO & COMPANY/MN | $6.0M | 171,395 |
| 10 | American Alpha Advisors, LLC | $5.9M | 170,436 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| State of New Jersey Common Pension Fund D | +125K | $16.5M |
| Ocean Park Asset Management, LLC | +143K | $12.8M |
| JPMORGAN CHASE & CO | +14K | $12.1M |
| Hughes Financial Services, LLC | +9K | $7.8M |
| MML INVESTORS SERVICES, LLC | +113K | $7.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Vestmark Advisory Solutions, Inc. | -16K | $8.0M |
| OSAIC HOLDINGS, INC. | -9K | $985K |
| Envestnet Portfolio Solutions, Inc. | -7K | $439 |
| Fjell Capital, LLC | -7K | $3.2M |
| TOWNSQUARE CAPITAL LLC | -5K | $3.2M |
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Frequently Asked Questions
How many institutional investors hold PHYL?
As of Q1 2025, 82 institutional investors report holding PHYL (PGIM Active High Yield Bond ETF) in their 13F filings.
Which hedge fund owns the most PHYL?
The largest institutional holder of PHYL is State of New Jersey Common Pension Fund D with $16.5M in shares.
Are institutions buying or selling PHYL?
This quarter, 27 institutions opened new positions in PHYL and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.