ActivePassive Core Bond ETF
APCB
34 hedge funds and large institutions have $842M invested in ActivePassive Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.
62% more funds holding
Funds holding: 21 → 34 (+13)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9.43% more ownership
Funds ownership: 104.32% → 113.75% (+9.4%)
7% more capital invested
Capital invested by funds: $785M → $842M (+$56.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$87.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.52M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$4.36M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$4.03M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$10.6M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$2.69M |
| 3 |
Jane Street
New York
|
-$1.98M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$312K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$79.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $98.4K | +$100K | +3,394 | New |
|
|
CSC
27
Caldwell Sutter Capital
Sausalito,
California
| $90.2K | – | – | – |
|
|
PB
28
Pinnacle Bancorp
Beatrice,
Nebraska
| $69.4K | +$45.8K | +1,547 | +182% |
|
29
Morgan Stanley
New York
| $65.1K | -$26.6K | -900 | -29% |
|
|
FGC
30
Financial Gravity Companies
Lakeway,
Texas
| $29.4K | +$30K | +1,013 | New |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $6.72K | +$6.87K | +232 | New |
|
|
FFO
32
Fortitude Family Office
Scottsdale,
Arizona
| $4.49K | -$51.8K | -1,751 | -92% |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.43K | +$2.49K | +84 | New |
|
|
34
Wells Fargo
San Francisco,
California
| $29 | -$79.7K | -2,693 | -100% |
|
APCB Hedge Fund Activity: Q4 2024 in Review
34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q4 2024, worth a combined $842M — up 7.2% from $785M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new APCB positions and 0 closed out — a net gain of 13 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $87.6M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $10.6M.
- 34 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $842M of ActivePassive Core Bond ETF stock for Q4 2024, up 7.2% quarter-over-quarter.
- 13 funds opened new ActivePassive Core Bond ETF positions in Q4 2024 and 0 closed out, a net change of +13 holders.
- The largest ActivePassive Core Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $87.6M added.
- The largest ActivePassive Core Bond ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2024.