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ActivePassive Core Bond ETF

34 hedge funds and large institutions have $842M invested in ActivePassive Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding

Funds holding: 2134 (+13)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9.43% more ownership

Funds ownership: 104.32%113.75% (+9.4%)

7% more capital invested

Capital invested by funds: $785M → $842M (+$56.8M)

Holders
34
Holders Change
+13
Holders Change %
+61.9%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$521M -$10.6M -359,541 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$248M +$87.6M +2,960,952 +53%
AWS
3
Atria Wealth Solutions
New York
$16.1M -$2.69M -90,735 -14%
LPL Financial
4
LPL Financial
California
$12.3M -$24.4K -823 -0.2%
PS
5
Principal Securities
Iowa
$8.1M +$2.83M +95,499 +52%
MML Investors Services
6
MML Investors Services
Massachusetts
$6.38M +$1.05M +35,358 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.42M +$4.52M +152,701 New
SWM
8
Spire Wealth Management
Virginia
$4.27M +$4.36M +147,347 New
Mariner
9
Mariner
Kansas
$3.95M +$4.03M +136,312 New
BRWA
10
B. Riley Wealth Advisors
Florida
$3.11M +$89.3K +3,019 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.57M -$312K -10,554 -11%
WIA
12
World Investment Advisors
California
$1.83M +$18.1K +611 +1%
OMC
13
Old Mission Capital
Illinois
$1.51M +$1.54M +52,137 New
P
14
&Partners
Tennessee
$1.38M +$637K +21,530 +83%
CFGS
15
Concourse Financial Group Securities
Alabama
$1.07M +$281K +9,505 +35%
FSA
16
Financial Sense Advisors
California
$919K +$79.8K +2,695 +9%
LSA
17
Lion Street Advisors
Texas
$858K +$248K +8,377 +39%
FTUS
18
Flow Traders U.S.
New York
$819K +$837K +28,277 New
Jane Street
19
Jane Street
New York
$798K -$1.98M -67,007 -71%
WS
20
Wedbush Securities
California
$611K +$624K +21,080 New
PAS
21
Park Avenue Securities
New York
$553K +$565K +19,092 New
AF
22
Allworth Financial
California
$379K +$386K +13,032 New
GWM
23
Geneos Wealth Management
Colorado
$287K +$293K +9,891 New
FHA
24
First Horizon Advisors
Tennessee
$174K -$25.6K -865 -13%
IA
25
IFP Advisors
Florida
$127K

APCB Hedge Fund Activity: Q4 2024 in Review

34 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q4 2024, worth a combined $842M — up 7.2% from $785M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new APCB positions and 0 closed out — a net gain of 13 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $87.6M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $10.6M.

  • 34 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $842M of ActivePassive Core Bond ETF stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 13 funds opened new ActivePassive Core Bond ETF positions in Q4 2024 and 0 closed out, a net change of +13 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $87.6M added.
  • The largest ActivePassive Core Bond ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2024.