ActivePassive International Equity ETF
APIE
10 hedge funds and large institutions have $96M invested in ActivePassive International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
9% more capital invested
Capital invested by funds: $87.7M → $96M (+$8.32M)
2.67% more ownership
Funds ownership: 120.52% → 123.19% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.48M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$1.98M |
| 3 |
Jane Street
New York
|
+$468K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$202K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$63.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $68.6M | +$71.3M | +2,817,750 | New |
|
|
AWS
2
Atria Wealth Solutions
New York
| $15.9M | +$1.98M | +78,365 | +14% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $8.03M | -$63.7M | -2,515,396 | -88% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $2.38M | +$2.48M | +97,911 | New |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| $494K | +$202K | +7,980 | +65% |
|
|
6
Jane Street
New York
| $450K | +$468K | +18,478 | New |
|
|
FHA
7
First Horizon Advisors
Memphis,
Tennessee
| $38.2K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $30.9K | +$32.2K | +1,270 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $30.8K | +$32K | +1,264 | New |
|
10
Comerica Bank
Dallas,
Texas
| $12.7K | +$13.2K | +521 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$20.4K | -800 | Closed |
|
APIE Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ActivePassive International Equity ETF (APIE) for Q3 2023, worth a combined $96M — up 9.5% from $87.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APIE positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.48M. The largest seller was Envestnet Asset Management, cutting an estimated $63.7M.
- 10 institutional investors held ActivePassive International Equity ETF (APIE) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $96M of ActivePassive International Equity ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
- 6 funds opened new ActivePassive International Equity ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
- The largest ActivePassive International Equity ETF buyer in Q3 2023 was HighTower Advisors, an estimated $2.48M added.
- The largest ActivePassive International Equity ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $63.7M sold.
Based on aggregated 13F filings for Q3 2023.