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ActivePassive International Equity ETF

37 hedge funds and large institutions have $901M invested in ActivePassive International Equity ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

48% more funds holding

Funds holding: 2537 (+12)

11.41% more ownership

Funds ownership: 104.48%115.89% (+11%)

4% more capital invested

Capital invested by funds: $869M → $901M (+$32.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+12
Holders Change %
+48%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
13
Reduced
8
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
$534M -$14.1M -477,432 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$292M +$111M +3,755,933 +56%
AWS
3
Atria Wealth Solutions
New York
$15.6M -$2.13M -72,156 -11%
LPL Financial
4
LPL Financial
California
$13.3M -$490K -16,617 -3%
PS
5
Principal Securities
Iowa
$9.42M +$3.24M +109,937 +49%
MML Investors Services
6
MML Investors Services
Massachusetts
$6.93M +$1.32M +44,881 +22%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.47M +$5.76M +195,380 New
BRWA
8
B. Riley Wealth Advisors
Florida
$5.31M +$318K +10,790 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.25M -$300K -10,176 -8%
Mariner
10
Mariner
Kansas
$3.19M +$3.16M +107,343 +1,646%
SWM
11
Spire Wealth Management
Virginia
$2.99M +$3.15M +106,765 New
P
12
&Partners
Tennessee
$2.38M +$1.26M +42,880 +103%
CFGS
13
Concourse Financial Group Securities
Alabama
$982K +$478K +16,229 +93%
WIA
14
World Investment Advisors
California
$943K +$7.34K +249 +0.7%
FSA
15
Financial Sense Advisors
California
$915K +$1.83K +62 +0.2%
LSA
16
Lion Street Advisors
Texas
$697K +$345K +11,721 +89%
Jane Street
17
Jane Street
New York
$600K +$212K +7,204 +51%
WS
18
Wedbush Securities
California
$522K +$549K +18,638 New
Principal Financial Group
19
Principal Financial Group
Iowa
$494K +$27.9K +946 +6%
AF
20
Allworth Financial
California
$453K +$458K +15,542 New
PAS
21
Park Avenue Securities
New York
$392K +$412K +13,977 New
GWM
22
Geneos Wealth Management
Colorado
$275K +$289K +9,809 New
FHA
23
First Horizon Advisors
Tennessee
$215K -$68.2K -2,314 -23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$206K +$217K +7,350 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$98K +$103K +3,496 New

APIE Hedge Fund Activity: Q4 2024 in Review

37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ActivePassive International Equity ETF (APIE) for Q4 2024, worth a combined $901M — up 3.7% from $869M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new APIE positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $111M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.1M.

  • 37 institutional investors held ActivePassive International Equity ETF (APIE) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $901M of ActivePassive International Equity ETF stock for Q4 2024, up 3.7% quarter-over-quarter.
  • 14 funds opened new ActivePassive International Equity ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
  • The largest ActivePassive International Equity ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $111M added.
  • The largest ActivePassive International Equity ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2024.