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ActivePassive Core Bond ETF

31 hedge funds and large institutions have $929M invested in ActivePassive Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $880M → $929M (+$48.8M)

0.1% less ownership

Funds ownership: 104.83%104.73% (-0.1%)

18% less funds holding

Funds holding: 3831 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
31
Holders Change
-7
Holders Change %
-18.42%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$482M +$24.7M +835,784 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$336M +$18M +607,297 +6%
LPL Financial
3
LPL Financial
California
$41.1M -$3.11M -105,168 -7%
PS
4
Principal Securities
Iowa
$17.9M +$3.55M +120,110 +25%
MML Investors Services
5
MML Investors Services
Massachusetts
$10.3M +$913K +30,874 +10%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.75M +$185K +6,251 +3%
SWM
7
Spire Wealth Management
Virginia
$5.43M -$1.15M -38,903 -18%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.8M +$502K +16,984 +12%
BRWA
9
B. Riley Wealth Advisors
Florida
$4.41M +$476K +16,091 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.01M -$249K -8,415 -6%
P
11
&Partners
Tennessee
$2.69M +$683K +23,091 +38%
Citadel Advisors
12
Citadel Advisors
Florida
$2.41M +$434K +14,668 +22%
WS
13
Wedbush Securities
California
$1.9M +$79.5K +2,689 +4%
PAS
14
Park Avenue Securities
New York
$1.9M +$471K +15,908 +33%
WIA
15
World Investment Advisors
California
$1.74M +$77.5K +2,619 +5%
Mariner
16
Mariner
Kansas
$1.56M -$907K -30,674 -37%
FTUS
17
Flow Traders U.S.
New York
$1.5M +$1.49M +50,338 New
Jane Street
18
Jane Street
New York
$1.42M +$1.41M +47,603 New
FSA
19
Financial Sense Advisors
California
$565K +$15K +508 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$543K +$35.9K +1,214 +7%
CC
21
Courier Capital
New York
$310K -$20K -677 -6%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$260K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$254K +$252K +8,502 New
GRP
24
Global Retirement Partners
California
$134K +$132K +4,475 New
IA
25
IFP Advisors
Florida
$122K -$10.5K -354 -8%

APCB Hedge Fund Activity: Q3 2025 in Review

31 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Core Bond ETF (APCB) for Q3 2025, worth a combined $929M — up 5.6% from $880M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of APCB and 5 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $24.7M. The largest seller was LPL Financial, cutting an estimated $3.11M.

  • 31 institutional investors held ActivePassive Core Bond ETF (APCB) as of Q3 2025, down from 38 in Q2 2025.
  • Funds reported $929M of ActivePassive Core Bond ETF stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 5 funds opened new ActivePassive Core Bond ETF positions in Q3 2025 and 10 closed out, a net change of -5 holders.
  • The largest ActivePassive Core Bond ETF buyer in Q3 2025 was Envestnet Portfolio Solutions, an estimated $24.7M added.
  • The largest ActivePassive Core Bond ETF seller in Q3 2025 was LPL Financial, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2025.