Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim ETF Tr (PHYL)

123 + 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
↑ +18
Streak
8Q ▲
Buyers last Q
73%

Smart Money Signals — PHYL

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
125 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 — +51% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+51% 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 — 73% buying

95 buying36 selling
Last quarter: 95 funds were net buyers (31 opened a brand new position + 64 added to an existing one). Only 36 were sellers (23 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new PHYL position: 18 → 17 → 22 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 42% entered in last year

■ 15% conviction (2yr+) ■ 43% medium ■ 42% new
Only 19 funds (15%) 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.
🚀

Acceleration phase — new buyers rushing in

19 → 18 → 17 → 22 → 31 new funds/Q
New funds entering each quarter: 18 → 17 → 22 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 59% of holders entered in last year

■ 18% veterans ■ 22% 1-2yr ■ 59% new
Of 125 current holders: 74 (59%) entered in the past year, only 23 (18%) 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 — 15% AUM from top-100

15% from top-100 AUM funds
14 of 124 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — PHYL

In 2026 Q1, 95 hedge funds were net buyers of PHYL (31 opened a new position, 64 added to an existing one), while 36 reduced or exited (23 trimmed, 13 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 125.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: PHYL
2026 Q2 Stats Unlock in 1 days 123 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 123 106 16.04%
13F Shares 34M 25M 36.25%
Total Value $1.15B $888M 29.56%
New Positions 30 22 +8
Increased Positions 64 56 +8
Closed Positions 13 13 -
Reduced Positions 22 24 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHYL

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Institutional Holders (2026 Q2)

123 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PHYL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gainline Financial Partners, LLC 3.46% 106,216 $3.7M
2 Clarity Retirement & Wealth, LLC 2.95% 122,668 $4.3M
3 American Alpha Advisors, LLC 2.88% 153,056 $5.3M
4 Keenan, LLC 2.27% 92,264 $3.2M
5 Turner Financial Group, Inc. 1.90% 54,769 $1.9M
6 Seros Financial, LLC 1.22% 66,993 $2.3M
7 Fjell Capital, LLC 1.22% 51,138 $1.8M
8 KFA Private Wealth Group, LLC 1.22% 144,685 $5.0M
9 First Citizens Financial Corp 1.07% 73,581 $2.6M
10 Adams Wealth Management 1.04% 155,126 $5.4M
11 CacheTech Inc. 1.02% 181,313 $6.3M
12 Blom & Howell Financial Planning, Inc. 1.00% 28,465 $1.0M
13 Connecticut Capital Management Group, LLC 0.96% 34,289 $1.2M
14 Ellenbecker Investment Group 0.92% 225,923 $7.9M
15 Advisory Resource Group 0.84% 160,895 $5.6M
16 Smith Partners Wealth Management, LLC 0.82% 29,560 $1.0M
17 Alongside, LLC 0.81% 68,975 $2.4M
18 Prudential Financial Inc 0.75% 19,750,440 $688.9M
19 InTrack Investment Management Inc 0.72% 41,729 $1.5M
20 PFW Advisors LLC 0.68% 67,184 $2.3M
21 MRA Advisory Group 0.63% 49,794 $1.7M
22 Inspire Advisors, LLC 0.61% 251,737 $8.8M
23 Mendota Financial Group, LLC 0.61% 28,016 $977K
24 49 Wealth Management, LLC 0.59% 88,121 $3.1M
25 TrustBank 0.53% 44,751 $1.6M
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 — 8 quarters in a row: For 8 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 — 73% buying: Last quarter: 95 funds were net buyers (31 opened a brand new position + 64 added to an existing one). Only 36 were sellers (23 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 — 15% AUM from top-100: 14 of 124 holders rank in the top 100 by AUM, but together hold only 15% 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 — 42% entered in last year: Only 19 funds (15%) 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.

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