ActivePassive Core Bond ETF
APCB
27 hedge funds and large institutions have $734M invested in ActivePassive Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
157% more capital invested
Capital invested by funds: $285M → $734M (+$448M)
125% more funds holding
Funds holding: 12 → 27 (+15)
3.42% less ownership
Funds ownership: 108.11% → 104.69% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$303M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$122M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.12M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$3.19M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Addison Advisors
Middlebury,
Vermont
| $11.8K | +$11.7K | +402 | New |
|
27
Fidelity Investments
Boston,
Massachusetts
| $29 | +$29 | +1 | New |
|
|
LNC
28
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.35M | -45,604 | Closed |
|
APCB Hedge Fund Activity: Q2 2024 in Review
27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q2 2024, worth a combined $734M — up 157% from $285M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new APCB positions and 1 closed out — a net gain of 15 holders — while 11 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $303M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.35M sold.
- 27 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q2 2024, up from 12 in Q1 2024.
- Funds reported $734M of ActivePassive Core Bond ETF stock for Q2 2024, up 157% quarter-over-quarter.
- 16 funds opened new ActivePassive Core Bond ETF positions in Q2 2024 and 1 closed out, a net change of +15 holders.
- The largest ActivePassive Core Bond ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $303M added.
- The largest ActivePassive Core Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2024.