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.
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)
14.86% less ownership
Funds ownership: 126.66% → 111.8% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$76.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.05M |
| 3 |
Jane Street
New York
|
+$2.54M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$7.47M |
| 2 |
JP Morgan Chase
New York
|
-$16.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $177M | +$76.1M | +2,643,941 | +81% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $16.6M | +$9.05M | +314,614 | +131% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $16.3M | -$7.47M | -259,569 | -32% |
|
|
4
Jane Street
New York
| $4.79M | +$2.54M | +88,160 | +123% |
|
5
HighTower Advisors
Chicago,
Illinois
| $2.67M | +$280K | +9,724 | +12% |
|
|
BRWA
6
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.31M | +$1.89M | +65,676 | +565% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $786K | +$755K | +26,249 | New |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $289K | +$278K | +9,649 | New |
|
|
LNC
9
Lincoln National Corp
Radnor,
Pennsylvania
| $233K | +$224K | +7,801 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| $67.3K | +$62.9K | +2,187 | +3,645% |
|
|
FHA
11
First Horizon Advisors
Memphis,
Tennessee
| $52.9K | – | – | – |
|
12
Comerica Bank
Dallas,
Texas
| $13.2K | – | – | – |
|
|
13
JP Morgan Chase
New York
| – | -$16.2K | -570 | Closed |
|
APCB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,864 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.