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ActivePassive Core Bond ETF
APCB

27 hedge funds and large institutions have $734M invested in ActivePassive Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

157% more capital invested

Capital invested by funds: $285M → $734M (+$448M)

125% more funds holding

Funds holding: 12 → 27 (+15)

3.42% less ownership

Funds ownership: 108.11% → 104.69% (-3.4%)

Holders
27
Holders Change
+15
Holders Change %
+125%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$303M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$122M
3
LPL Financial
LPL Financial
California
+$4.12M
4
BRWA
B. Riley Wealth Advisors
Florida
+$3.19M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$532M +$303M +10,420,589 +135%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$156M +$122M +4,204,272 +378%
AWS
3
Atria Wealth Solutions
New York
$17M +$271K +9,306 +2%
LPL Financial
4
LPL Financial
California
$4.15M +$4.12M +141,658 New
BRWA
5
B. Riley Wealth Advisors
Florida
$3.55M +$3.19M +109,618 +943%
MML Investors Services
6
MML Investors Services
Massachusetts
$3.33M +$2.43M +83,288 +275%
PS
7
Principal Securities
Iowa
$3.15M +$1.67M +57,297 +114%
Jane Street
8
Jane Street
New York
$3.04M +$1.16M +39,837 +62%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.95M +$2.23M +76,688 +319%
WIA
10
World Investment Advisors
California
$1.83M +$1.82M +62,573 New
OMC
11
Old Mission Capital
Illinois
$1.61M +$1.6M +55,052 New
IA
12
Inspire Advisors
Idaho
$964K +$958K +32,905 New
FSA
13
Financial Sense Advisors
California
$842K +$368K +12,639 +78%
CFGS
14
Concourse Financial Group Securities
Alabama
$727K +$634K +21,784 +718%
Citadel Advisors
15
Citadel Advisors
Florida
$698K +$693K +23,815 New
LSA
16
Lion Street Advisors
Texas
$628K +$624K +21,440 New
FTUS
17
Flow Traders U.S.
New York
$617K +$613K +21,060 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$212K +$211K +7,241 New
FHA
19
First Horizon Advisors
Tennessee
$186K +$134K +4,598 +260%
IA
20
IFP Advisors
Florida
$124K +$123K +4,228 New
UBS Group
21
UBS Group
Switzerland
$112K +$111K +3,809 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$95.4K +$94.2K +3,235 New
CSC
23
Caldwell Sutter Capital
California
$91.1K +$90.6K +3,111 New
PB
24
Pinnacle Bancorp
Nebraska
$26K +$25.9K +888 New
Morgan Stanley
25
Morgan Stanley
New York
$19.5K +$19.4K +665 New
1
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APCB Hedge Fund Activity: Q2 2024 in Review

27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q2 2024, worth a combined $734M — up 157% from $285M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new APCB positions and 1 closed out — a net gain of 15 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $303M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.35M sold.

  • 27 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q2 2024, up from 12 in Q1 2024.
  • Funds reported $734M of ActivePassive Core Bond ETF stock for Q2 2024, up 157% quarter-over-quarter.
  • 16 funds opened new ActivePassive Core Bond ETF positions in Q2 2024 and 1 closed out, a net change of +15 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $303M added.
  • The largest ActivePassive Core Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2024.