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ActivePassive Core Bond ETF

38 hedge funds and large institutions have $880M invested in ActivePassive Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

9% more funds holding

Funds holding: 3538 (+3)

5% more capital invested

Capital invested by funds: $837M → $880M (+$43M)

0.8% less ownership

Funds ownership: 105.63%104.83% (-0.8%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$454M -$21.5M -733,078 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$316M +$25.2M +858,995 +9%
LPL Financial
3
LPL Financial
California
$44M +$31.2M +1,066,695 +256%
PS
4
Principal Securities
Iowa
$14.2M +$5.83M +198,914 +71%
MML Investors Services
5
MML Investors Services
Massachusetts
$9.32M +$2.4M +82,033 +35%
SWM
6
Spire Wealth Management
Virginia
$6.54M +$2.01M +68,598 +45%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.52M +$4.94M +168,589 +944%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.26M +$589K +20,091 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.23M -$498K -17,013 -11%
BRWA
10
B. Riley Wealth Advisors
Florida
$3.9M +$3.86M +131,711 New
Mariner
11
Mariner
Kansas
$2.46M -$363K -12,398 -13%
LSA
12
Lion Street Advisors
Texas
$1.99M +$1.12M +38,241 +132%
Citadel Advisors
13
Citadel Advisors
Florida
$1.95M +$744K +25,399 +63%
P
14
&Partners
Tennessee
$1.82M -$21.4K -730 -1%
WS
15
Wedbush Securities
California
$1.81M +$518K +17,680 +41%
WIA
16
World Investment Advisors
California
$1.65M -$218K -7,453 -12%
PAS
17
Park Avenue Securities
New York
$1.41M +$457K +15,598 +49%
Goldman Sachs
18
Goldman Sachs
New York
$896K +$885K +30,218 New
MFG
19
Merit Financial Group
Georgia
$687K +$679K +23,163 New
KIM
20
Kestra Investment Management
Texas
$575K
FSA
21
Financial Sense Advisors
California
$546K -$410K -13,991 -43%
AWS
22
Atria Wealth Solutions
New York
$538K -$16.6M -566,357 -97%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$504K +$87.9K +3,000 +21%
DADC
24
D.A. Davidson & Co
Montana
$353K +$349K +11,905 New
CC
25
Courier Capital
New York
$328K +$324K +11,069 New

APCB Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q2 2025, worth a combined $880M — up 5.1% from $837M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new APCB positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $31.2M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $21.5M.

  • 38 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $880M of ActivePassive Core Bond ETF stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 10 funds opened new ActivePassive Core Bond ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $31.2M added.
  • The largest ActivePassive Core Bond ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2025.