ActivePassive International Equity ETF
APIE
11 hedge funds and large institutions have $208M invested in ActivePassive International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
116% more capital invested
Capital invested by funds: $96M → $208M (+$112M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
12.62% less ownership
Funds ownership: 123.19% → 110.57% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$87.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.45M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.79M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$501K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$3.21M |
| 2 |
Jane Street
New York
|
-$450K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $168M | +$87.7M | +3,497,069 | +124% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $18.8M | +$9.45M | +376,644 | +114% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $14.1M | -$3.21M | -128,127 | -20% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $3.03M | +$391K | +15,580 | +16% |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.44M | +$1.79M | +71,276 | +351% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $566K | +$501K | +19,970 | +1,572% |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $235K | +$221K | +8,824 | New |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| $220K | +$207K | +8,259 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $89.2K | +$52.3K | +2,084 | +165% |
|
|
FHA
10
First Horizon Advisors
Memphis,
Tennessee
| $41.8K | – | – | – |
|
11
Comerica Bank
Dallas,
Texas
| $13.9K | – | – | – |
|
|
12
Jane Street
New York
| – | -$450K | -18,478 | Closed |
|
APIE Hedge Fund Activity: Q4 2023 in Review
11 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ActivePassive International Equity ETF (APIE) for Q4 2023, worth a combined $208M — up 116% from $96M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new APIE positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $87.7M. The largest seller was Atria Wealth Solutions, cutting an estimated $3.21M.
- 11 institutional investors held ActivePassive International Equity ETF (APIE) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $208M of ActivePassive International Equity ETF stock for Q4 2023, up 116% quarter-over-quarter.
- 2 funds opened new ActivePassive International Equity ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest ActivePassive International Equity ETF buyer in Q4 2023 was Envestnet Portfolio Solutions, an estimated $87.7M added.
- The largest ActivePassive International Equity ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $3.21M sold.
Based on aggregated 13F filings for Q4 2023.