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ActivePassive Core Bond ETF
APCB

12 hedge funds and large institutions have $221M invested in ActivePassive Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

74% more capital invested

Capital invested by funds: $127M → $221M (+$93.7M)

20% more funds holding

Funds holding: 10 → 12 (+2)

12.15% more ownership

Funds ownership: 18.68% → 30.84% (+12%)

Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$76.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.05M
3
Jane Street
Jane Street
New York
+$2.54M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.89M
5
Osaic Holdings
Osaic Holdings
Arizona
+$755K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$7.47M
2
JP Morgan Chase
JP Morgan Chase
New York
-$16.2K

APCB Hedge Fund Activity: Q4 2023 in Review

12 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q4 2023, worth a combined $221M — up 74% from $127M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new APCB positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $76.1M. The largest seller was Atria Wealth Solutions, cutting an estimated $7.47M.

  • 12 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $221M of ActivePassive Core Bond ETF stock for Q4 2023, up 74% quarter-over-quarter.
  • 3 funds opened new ActivePassive Core Bond ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q4 2023 was Envestnet Portfolio Solutions, an estimated $76.1M added.
  • The largest ActivePassive Core Bond ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2023.