ActivePassive Core Bond ETF
APCB
21 hedge funds and large institutions have $785M invested in ActivePassive Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 9 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $734M → $785M (+$51M)
0.37% less ownership
Funds ownership: 104.69% → 104.32% (-0.37%)
22% less funds holding
Funds holding: 27 → 21 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.54M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.03M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$5.09M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.29M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.61M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$964K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$698K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$617K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Mercer Global Advisors
Denver,
Colorado
| – | -$212K | -7,241 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$112K | -3,809 | Closed |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$95.4K | -3,235 | Closed |
|
|
AA
29
Addison Advisors
Middlebury,
Vermont
| – | -$11.8K | -402 | Closed |
|
30
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
APCB Hedge Fund Activity: Q3 2024 in Review
21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q3 2024, worth a combined $785M — up 7% from $734M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of APCB and 3 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was LPL Financial, adding an estimated $8.54M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.61M sold.
- 21 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q3 2024, down from 27 in Q2 2024.
- Funds reported $785M of ActivePassive Core Bond ETF stock for Q3 2024, up 7% quarter-over-quarter.
- 3 funds opened new ActivePassive Core Bond ETF positions in Q3 2024 and 9 closed out, a net change of -6 holders.
- The largest ActivePassive Core Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $8.54M added.
- The largest ActivePassive Core Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2024.