Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PGIM ETF TR (PHYL)

99 + Investors. Track Smart Money conviction in PHYL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
7Q ▲
Buyers last Q
68%

Smart Money Signals — PHYL

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added PHYL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 hedge funds hold PHYL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

73 buying35 selling
Last quarter: 73 funds were net buyers (20 opened a brand new position + 53 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 15 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 19% conviction (2yr+) ■ 42% medium ■ 38% new
Only 19 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~20 new funds/quarter

32 → 17 → 16 → 15 → 20 new funds/Q
New funds entering each quarter: 17 → 16 → 15 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 63% of holders entered in last year

■ 20% veterans ■ 17% 1-2yr ■ 63% new
Of 99 current holders: 62 (63%) entered in the past year, only 20 (20%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
11 of 99 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PHYL

How many hedge funds hold PHYL — quarterly history vs. share price
Quarterly hedge fund ownership of PHYL vs. share price

Market Analysis: PHYL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHYL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PHYL
2026 Q1 Stats Unlock in 20 days 99 + Investors

Track Smart Money conviction in PHYL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 99 92 7.61%
13F Shares 25M 11M 124.29%
Total Value $882M $395M 123.15%
New Positions 20 15 +5
Increased Positions 53 55 -2
Closed Positions 13 10 +3
Reduced Positions 22 16 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHYL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHYL. Verified SEC 13F-HR filings.

Top 25 institutional holders of PHYL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keenan, LLC 2.45% 84,136 $2.9M
2 Clarity Retirement & Wealth, LLC 1.90% 68,012 $2.4M
3 Fjell Capital, LLC 1.36% 51,166 $1.8M
4 KFA Private Wealth Group, LLC 1.17% 141,233 $4.9M
5 Connecticut Capital Management Group, LLC 1.10% 33,610 $1.2M
6 First Citizens Financial Corp 1.05% 64,399 $2.2M
7 Ellenbecker Investment Group 0.85% 182,603 $6.3M
8 InTrack Investment Management Inc 0.81% 40,955 $1.4M
9 PFW Advisors LLC 0.73% 67,232 $2.3M
10 MRA Advisory Group 0.73% 51,714 $1.8M
11 Breakwater Capital Group 0.56% 121,146 $4.2M
12 HICKS CAPITAL MANAGEMENT LLC 0.49% 14,241 $493K
13 Hoxton Planning & Management, LLC 0.39% 37,391 $1.3M
14 Freedom Financial Partners LLC 0.35% 28,148 $975K
15 FIFTH THIRD SECURITIES, INC. 0.32% 144,072 $5.0M
16 MBE Wealth Management, LLC 0.32% 21,948 $760K
17 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.29% 50,465 $1.7M
18 Mendota Financial Group, LLC 0.24% 9,390 $325K
19 Petros Family Wealth, LLC 0.24% 9,527 $330K
20 Baer Investment Advisory LLC 0.20% 46,375 $1.6M
21 VICTORY FINANCIAL GROUP, LLC 0.20% 46,375 $1.6M
22 Veracity Capital LLC 0.19% 15,358 $532K
23 SAX WEALTH ADVISORS, LLC 0.18% 104,016 $3.7M
24 RFG Advisory, LLC 0.15% 235,187 $8.1M
25 United Advisor Group, LLC 0.12% 28,373 $983K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PGIM ETF TR (PHYL)

What does the Smart Money Trend signal show for PHYL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added PHYL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHYL?

More buyers than sellers — 68% buying: Last quarter: 73 funds were net buyers (20 opened a brand new position + 53 added to an existing one). Only 35 were sellers (22 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PHYL holders?

Smaller funds dominant — 16% AUM from top-100: 11 of 99 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PHYL?

Mostly new holders — 38% entered in last year: Only 19 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.