ActivePassive Core Bond ETF
APCB
10 hedge funds and large institutions have $127M invested in ActivePassive Core Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 4 → 10 (+6)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $116M → $127M (+$11.1M)
3.38% more ownership
Funds ownership: 123.28% → 126.66% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.32M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$2.15M |
| 3 |
Jane Street
New York
|
+$1.86M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$338K |
| 5 |
JP Morgan Chase
New York
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$85.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $92.8M | +$94.8M | +3,262,447 | New |
|
|
AWS
2
Atria Wealth Solutions
New York
| $22.8M | +$2.15M | +73,841 | +10% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $6.84M | -$85.5M | -2,941,751 | -92% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $2.27M | +$2.32M | +79,700 | New |
|
|
5
Jane Street
New York
| $2.04M | +$1.86M | +63,899 | +804% |
|
|
BRWA
6
B. Riley Wealth Advisors
Boca Raton,
Florida
| $331K | +$338K | +11,627 | New |
|
|
FHA
7
First Horizon Advisors
Memphis,
Tennessee
| $50.2K | – | – | – |
|
|
8
JP Morgan Chase
New York
| $16.2K | +$16.6K | +570 | New |
|
9
Comerica Bank
Dallas,
Texas
| $12.6K | +$12.8K | +442 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.71K | +$1.74K | +60 | New |
|
APCB Hedge Fund Activity: Q3 2023 in Review
10 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q3 2023, worth a combined $127M — up 9.5% from $116M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APCB positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.32M. The largest seller was Envestnet Asset Management, cutting an estimated $85.5M.
- 10 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $127M of ActivePassive Core Bond ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
- 6 funds opened new ActivePassive Core Bond ETF positions in Q3 2023 and 0 closed out, a net change of +6 holders.
- The largest ActivePassive Core Bond ETF buyer in Q3 2023 was HighTower Advisors, an estimated $2.32M added.
- The largest ActivePassive Core Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $85.5M sold.
Based on aggregated 13F filings for Q3 2023.