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PGIM Active High Yield Bond ETF (PHYL) Institutional Ownership

PGIM Active High Yield Bond ETF logo
$35.11 +0.04 (+0.11%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PGIM Active High Yield Bond ETF (NYSEARCA:PHYL)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$22.88M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.13M
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PHYL Institutional Buying and Selling by Quarter

PGIM Active High Yield Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Sax Wealth Advisors LLC25,754$895K0.1%N/A0.706%
1/14/2025 Rovin Capital UT ADV24,600$855K0.3%+5.7%0.674%
1/14/2025 Park Avenue Securities LLC24,481$850K0.0%+1.3%0.671%
1/14/2025 Signal Advisors Wealth LLC123,588$4.33M0.5%+98.1%3.386%
1/13/2025 Ellenbecker Investment Group48,064$1.67M0.3%N/A1.317%
1/13/2025 PFW Advisors LLC136,556$4.74M1.5%N/A3.741%
1/13/2025 Claro Advisors LLC27,708$963K0.1%N/A0.759%
1/3/2025 First Citizens Financial Corp36,552$1.27M0.7%+7.8%1.001%
12/10/2024Garden State Investment Advisory Services LLC21,466$769K0.2%+9.5%0.588%
11/15/2024MML Investors Services LLC64,572$2.31M0.0%+9.2%1.769%
11/15/2024Hilltop Holdings Inc.8,483$304K0.0%N/A0.232%
11/15/2024Garden State Investment Advisory Services LLC21,466$769K0.2%+9.5%0.588%
11/14/2024Flow Traders U.S. LLC6,691$240K0.0%N/A0.183%
11/13/2024Townsquare Capital LLC111,929$4.01M0.0%+1.4%3.067%
11/8/2024PNC Financial Services Group Inc.35,421$1.27M0.0%+3,593.5%0.970%
11/6/2024OneDigital Investment Advisors LLC15,798$566K0.0%-64.8%0.433%
11/1/2024 Rovin Capital UT ADV23,280$833K0.3%+2.2%0.638%
10/28/2024CacheTech Inc.115,267$4.13M0.9%+7.4%3.158%
10/28/2024Austin Wealth Management LLC9,617$341K0.1%+28.8%0.263%
10/22/2024Private Advisor Group LLC9,490$340K0.0%N/A0.260%
10/3/2024 Park Avenue Securities LLC24,165$865K0.0%-3.5%0.662%
8/14/2024Bank of Montreal Can11,695$404K0.0%N/A0.320%
8/13/2024Garden State Investment Advisory Services LLC19,609$676K0.2%-7.7%0.537%
8/8/2024Envestnet Asset Management Inc.211,898$7.31M0.0%-20.5%5.805%
7/26/2024Financial Connections Group Inc.17,761$612K0.3%-10.9%0.487%
7/16/2024Envestnet Portfolio Solutions Inc.9,159$316K0.0%-52.7%0.251%
7/16/2024Foguth Wealth Management LLC.36,272$1.25M0.6%N/A0.994%
7/15/2024Fifth Third Securities Inc.67,310$2.32M0.2%N/A1.844%
7/10/2024 PFW Advisors LLC134,680$4.65M1.5%-2.2%3.690%
7/9/2024 Park Avenue Securities LLC25,035$863K0.0%-22.2%0.686%
5/31/2024 First Citizens Financial Corp33,283$1.17M0.7%+2.3%0.912%
5/20/2024Adams Wealth Management93,238$3.27M0.8%+23.1%2.554%
5/6/2024Envestnet Portfolio Solutions Inc.19,377$679K0.0%N/A0.538%
5/4/2024Financial Connections Group Inc.19,923$698K0.8%-15.2%0.553%
4/22/2024 Rovin Capital UT ADV22,947$804K0.3%+11.4%0.632%
4/11/2024 PFW Advisors LLC137,753$4.83M1.5%+6.7%5.009%
4/10/2024 Park Avenue Securities LLC32,192$1.13M0.0%+6.4%1.171%
3/28/2024Newbridge Financial Services Group Inc.4,732$165K0.1%+407.7%0.172%
2/15/2024Garden State Investment Advisory Services LLC19,492$678K0.3%+22.6%0.709%
2/12/2024Adams Wealth Management75,765$2.64M0.8%+3.0%2.755%
2/9/2024BlackDiamond Wealth Management LLC6,965$240K0.2%+7.7%0.253%
2/2/2024Truist Financial Corp13,242$461K0.0%N/A0.482%
2/1/2024CWM LLC8,273$288K0.0%N/A0.301%
1/26/2024Financial Connections Group Inc.23,487$817K0.5%+1.9%0.854%
1/22/2024Wright Fund Management LLC224,700$7.82M0.4%+49.8%8.171%
1/22/2024 PFW Advisors LLC129,138$4.49M1.4%-4.5%4.696%
1/16/2024Raymond James & Associates14,000$487K0.0%N/A0.509%
1/11/2024 First Citizens Financial Corp32,529$1.13M0.7%+51.7%1.183%
11/13/2023Garden State Investment Advisory Services LLC15,904$531K0.2%+114.0%0.578%
11/13/2023Envestnet Asset Management Inc.101,751$3.40M0.0%N/A3.700%
11/6/2023Financial Connections Group Inc.23,060$770K0.9%-25.0%0.839%
11/1/2023Orion Portfolio Solutions LLC27,530$920K0.0%+7.6%1.001%
10/26/2023 Park Avenue Securities LLC25,027$836K0.0%N/A0.910%
10/25/2023 Rovin Capital UT ADV20,485$684K0.3%+9.0%0.745%
10/23/2023Commonwealth Equity Services LLC12,918$432K0.0%-2.5%0.470%
10/16/2023 PFW Advisors LLC135,159$4.52M1.6%+0.7%4.915%
10/13/2023 First Citizens Financial Corp21,438$716K0.5%+23.8%0.780%
8/9/2023 Rovin Capital UT ADV18,790$640K0.3%+5.5%0.683%
7/31/2023LPL Financial LLC47,431$1.62M0.0%+14.0%1.725%
7/31/2023Wright Fund Management LLC150,000$5.11M0.2%N/A5.455%
7/14/2023Financial Connections Group Inc.30,747$1.05M0.7%-36.1%1.160%
7/11/2023Advisory Resource Group82,593$2.81M0.8%+4.0%3.117%
7/7/2023 First Citizens Financial Corp17,317$590K0.4%N/A0.653%
5/10/2023Resources Investment Advisors LLC.77,978$2.67M0.1%+1.9%3.022%
5/5/2023Financial Connections Group Inc.48,122$1.65M1.2%+6.4%1.865%
5/3/2023Adams Wealth Management79,925$2.73M0.9%-42.1%3.098%
4/28/2023 Ameritas Advisory Services LLC1,853$63K0.0%N/A0.072%
4/13/2023Powers Advisory Group LLC7,920$271K0.2%-5.9%0.307%
4/5/2023 Rovin Capital UT ADV17,812$609K0.3%+2.4%0.677%
2/17/2023Adams Wealth Management138,066$4.64M1.6%-13.8%5.351%
2/15/2023Financial Connections Group Inc.45,244$1.52M1.2%+6.3%1.754%
2/8/2023Orion Portfolio Solutions LLC13,575$456K0.0%+111.5%0.526%
2/7/2023Commonwealth Equity Services LLC14,201$477K0.0%-6.5%0.550%
2/7/2023LPL Financial LLC43,897$1.48M0.0%-38.8%1.701%
2/2/2023Resources Investment Advisors LLC.76,526$2.57M0.1%-3.9%2.966%
1/24/2023 Rovin Capital UT ADV17,392$585K0.3%+3.3%0.674%
1/20/2023Powers Advisory Group LLC8,420$283K0.2%-35.8%0.326%
11/15/2022Flow Traders U.S. LLC10,390$341K0.0%-38.5%0.400%
11/10/2022Adams Wealth Management160,253$5.27M2.0%-23.7%6.164%
11/9/2022Orion Portfolio Solutions LLC6,419$211K0.0%N/A0.247%
11/8/2022Resources Investment Advisors LLC.79,641$2.62M0.1%-6.1%3.063%
11/8/2022 BTS Asset Management Inc.8,969$361K1.1%-7.3%0.345%
11/4/2022Prudential Financial Inc.1,526,600$50.16M0.1%-0.3%58.715%
11/1/2022Financial Connections Group Inc.42,566$1.40M1.2%N/A1.637%
10/25/2022 Rovin Capital UT ADV16,835$553K0.3%-3.3%0.648%
10/21/2022TFC Financial Management750$25K0.0%N/A0.029%
10/14/2022Powers Advisory Group LLC13,120$431K0.3%-5.6%0.505%
8/16/2022Prudential Financial Inc.1,531,600$52.11M0.1%+10.5%58.908%
8/13/2022Flow Traders U.S. LLC16,897$575K0.0%+16.9%0.650%
8/11/2022KerberRose Wealth Management LLC54,701$1.86M1.5%N/A2.104%
8/8/2022Resources Investment Advisors LLC.84,800$2.89M0.1%+28.8%3.262%
8/8/2022TownSquare Capital LLC6,878$234K0.0%-44.5%0.265%
8/4/2022 BTS Asset Management Inc.9,675$329K0.7%+10.9%0.372%
8/1/2022Dfpg Investments LLC12,551$434K0.2%-2.3%0.483%
7/22/2022 Rovin Capital UT ADV17,416$592K0.4%+2.5%0.670%
7/21/2022Advisory Resource Group41,744$1.42M0.5%+12.1%1.606%
7/20/2022Adams Wealth Management209,902$7.14M2.7%-1.6%8.073%
7/19/2022Commonwealth Equity Services LLC12,397$421K0.0%-25.4%0.477%
6/13/2022 Rovin Capital UT ADV16,991$648K0.3%-3.4%0.641%
5/5/2022Resources Investment Advisors LLC.65,847$2.51M0.1%+101.1%2.608%
(Data available from 1/1/2016 forward)

PHYL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHYL shares?

During the previous two years, 38 institutional investors and hedge funds held shares of PGIM Active High Yield Bond ETF. The most heavily invested institutionals were Wright Fund Management LLC ($7.82M), Envestnet Asset Management Inc. ($7.31M), PFW Advisors LLC ($4.74M), Signal Advisors Wealth LLC ($4.33M), CacheTech Inc. ($4.13M), Townsquare Capital LLC ($4.01M), and Adams Wealth Management ($3.27M).Learn more on PHYL's institutional investors.

Which institutional investors have been buying PGIM Active High Yield Bond ETF stock?

Of the 35 institutional investors that purchased PGIM Active High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wright Fund Management LLC ($224.70K), PFW Advisors LLC ($146.05K), Envestnet Asset Management Inc. ($101.75K), Fifth Third Securities Inc. ($67.31K), Signal Advisors Wealth LLC ($61.19K), Ellenbecker Investment Group ($48.06K), and Foguth Wealth Management LLC. ($36.27K).

How much institutional buying is happening at PGIM Active High Yield Bond ETF?

Institutional investors have bought a total of 1,019,582 shares in the last 24 months. This purchase volume represents approximately $35.17M in transactions.

Which PGIM Active High Yield Bond ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold PGIM Active High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Adams Wealth Management ($80.33K), Envestnet Asset Management Inc. ($54.69K), Financial Connections Group Inc. ($30.79K), OneDigital Investment Advisors LLC ($29.11K), LPL Financial LLC ($27.85K), Envestnet Portfolio Solutions Inc. ($10.22K), and PFW Advisors LLC ($9.09K).

How much institutional selling is happening at PGIM Active High Yield Bond ETF?

Institutional investors have sold a total of 261,355 shares in the last 24 months. This volume of shares sold represents approximately $8.97M in transactions.



This page (NYSEARCA:PHYL) was last updated on 1/18/2025 by MarketBeat.com Staff
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