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ActivePassive International Equity ETF

14 hedge funds and large institutions have $302M invested in ActivePassive International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

45% more capital invested

Capital invested by funds: $208M → $302M (+$93.9M)

27% more funds holding

Funds holding: 1114 (+3)

2.57% less ownership

Funds ownership: 110.57%108% (-2.6%)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$237M +$55.9M +2,060,335 +33%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.5M +$18.7M +689,162 +98%
AWS
3
Atria Wealth Solutions
New York
$15.9M +$963K +35,472 +7%
OMC
4
Old Mission Capital
Illinois
$2.92M +$2.8M +103,249 New
MML Investors Services
5
MML Investors Services
Massachusetts
$1.47M +$1.41M +51,921 New
LNC
6
Lincoln National Corp
Pennsylvania
$1.45M +$1.17M +43,070 +521%
PS
7
Principal Securities
Iowa
$1.12M +$837K +30,841 +350%
Osaic Holdings
8
Osaic Holdings
Arizona
$794K +$185K +6,830 +32%
FSA
9
Financial Sense Advisors
California
$579K +$556K +20,470 New
BRWA
10
B. Riley Wealth Advisors
Florida
$494K -$1.94M -71,276 -78%
LPL Financial
11
LPL Financial
California
$313K +$301K +11,068 New
HighTower Advisors
12
HighTower Advisors
Illinois
$224K -$2.87M -105,582 -93%
CFGS
13
Concourse Financial Group Securities
Alabama
$111K +$15.8K +581 +17%
FHA
14
First Horizon Advisors
Tennessee
$44.4K
Comerica Bank
15
Comerica Bank
Texas
-$13.9K -521 Closed

APIE Hedge Fund Activity: Q1 2024 in Review

14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ActivePassive International Equity ETF (APIE) for Q1 2024, worth a combined $302M — up 45% from $208M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new APIE positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $55.9M. The largest seller was HighTower Advisors, cutting an estimated $2.87M.

  • 14 institutional investors held ActivePassive International Equity ETF (APIE) as of Q1 2024, up from 11 in Q4 2023.
  • Funds reported $302M of ActivePassive International Equity ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 4 funds opened new ActivePassive International Equity ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest ActivePassive International Equity ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $55.9M added.
  • The largest ActivePassive International Equity ETF seller in Q1 2024 was HighTower Advisors, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2024.