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ActivePassive Core Bond ETF

12 hedge funds and large institutions have $285M invested in ActivePassive Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

29% more capital invested

Capital invested by funds: $221M → $285M (+$64.5M)

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3.7% less ownership

Funds ownership: 111.8%108.11% (-3.7%)

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$229M +$54.3M +1,840,840 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$32.8M +$16.4M +556,857 +100%
AWS
3
Atria Wealth Solutions
New York
$16.8M +$802K +27,203 +5%
Jane Street
4
Jane Street
New York
$1.88M -$2.84M -96,205 -60%
PS
5
Principal Securities
Iowa
$1.48M +$1.2M +40,569 +420%
LNC
6
Lincoln National Corp
Pennsylvania
$1.35M +$1.11M +37,803 +485%
MML Investors Services
7
MML Investors Services
Massachusetts
$893K +$893K +30,268 New
Osaic Holdings
8
Osaic Holdings
Arizona
$710K -$64.8K -2,197 -8%
FSA
9
Financial Sense Advisors
California
$475K +$475K +16,113 New
BRWA
10
B. Riley Wealth Advisors
Florida
$331K -$1.94M -65,676 -85%
CFGS
11
Concourse Financial Group Securities
Alabama
$89.5K +$23.2K +787 +35%
FHA
12
First Horizon Advisors
Tennessee
$52.1K
HighTower Advisors
13
HighTower Advisors
Illinois
-$2.67M -89,424 Closed
Comerica Bank
14
Comerica Bank
Texas
-$13.2K -442 Closed

APCB Hedge Fund Activity: Q1 2024 in Review

12 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q1 2024, worth a combined $285M — up 29% from $221M a quarter earlier.

Fund positioning in APCB was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $54.3M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 12 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $285M of ActivePassive Core Bond ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 2 funds opened new ActivePassive Core Bond ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $54.3M added.
  • The largest ActivePassive Core Bond ETF seller in Q1 2024 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2024.