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ActivePassive International Equity ETF

24 hedge funds and large institutions have $744M invested in ActivePassive International Equity ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

146% more capital invested

Capital invested by funds: $302M → $744M (+$442M)

71% more funds holding

Funds holding: 1424 (+10)

4.12% less ownership

Funds ownership: 108%103.88% (-4.1%)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$533M +$294M +10,353,027 +124%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$169M +$129M +4,545,582 +326%
AWS
3
Atria Wealth Solutions
New York
$16.4M +$464K +16,368 +3%
LPL Financial
4
LPL Financial
California
$6.51M +$6.18M +217,722 +1,967%
BRWA
5
B. Riley Wealth Advisors
Florida
$4.59M +$4M +140,875 +695%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.19M +$2.7M +95,236 +183%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.25M +$2.45M +86,255 +307%
PS
8
Principal Securities
Iowa
$2.58M +$1.45M +51,151 +129%
WIA
9
World Investment Advisors
California
$898K +$895K +31,566 New
FSA
10
Financial Sense Advisors
California
$868K +$285K +10,032 +49%
IA
11
Inspire Advisors
Idaho
$627K +$625K +22,032 New
LSA
12
Lion Street Advisors
Texas
$354K +$352K +12,423 New
CFGS
13
Concourse Financial Group Securities
Alabama
$344K +$231K +8,159 +208%
FHA
14
First Horizon Advisors
Tennessee
$303K +$257K +9,061 +577%
HighTower Advisors
15
HighTower Advisors
Illinois
$203K -$23.3K -821 -10%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$100K +$97.1K +3,424 New
CSC
17
Caldwell Sutter Capital
California
$52.4K +$52.2K +1,841 New
Morgan Stanley
18
Morgan Stanley
New York
$48.4K +$48.2K +1,699 New
UBS Group
19
UBS Group
Switzerland
$36.1K +$36K +1,268 New
PB
20
Pinnacle Bancorp
Nebraska
$26.1K +$26K +917 New
IA
21
IFP Advisors
Florida
$24.6K +$24.5K +865 New
IRC
22
Investors Research Corp
Georgia
$16.6K +$16.6K +585 New
AA
23
Addison Advisors
Vermont
$12.9K +$12.9K +454 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$28 +$28 +1 New
OMC
25
Old Mission Capital
Illinois
-$2.92M -103,249 Closed

APIE Hedge Fund Activity: Q2 2024 in Review

24 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ActivePassive International Equity ETF (APIE) for Q2 2024, worth a combined $744M — up 146% from $302M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new APIE positions and 2 closed out — a net gain of 10 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $294M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.92M sold.

  • 24 institutional investors held ActivePassive International Equity ETF (APIE) as of Q2 2024, up from 14 in Q1 2024.
  • Funds reported $744M of ActivePassive International Equity ETF stock for Q2 2024, up 146% quarter-over-quarter.
  • 12 funds opened new ActivePassive International Equity ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
  • The largest ActivePassive International Equity ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $294M added.
  • The largest ActivePassive International Equity ETF seller in Q2 2024 was Old Mission Capital, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2024.