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ActivePassive Intermediate Municipal Bond ETF

20 hedge funds and large institutions have $183M invested in ActivePassive Intermediate Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.8M 3,460,609 +237,096 +7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$71.6M 2,886,304 -222,197 -7%
LPL Financial
3
LPL Financial
California
$9.09M 366,731 +315,517 +616%
PS
4
Principal Securities
Iowa
$5.7M 229,836 +70,741 +44%
P
5
&Partners
Tennessee
$2.22M 89,383 +15,086 +20%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.11M 85,149 +18,629 +28%
BRWA
7
B. Riley Wealth Advisors
Florida
$1.57M 63,209 +63,209 New
Principal Financial Group
8
Principal Financial Group
Iowa
$1.01M 40,658 -3,983 -9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$991K 39,959 +5,620 +16%
AWS
10
Atria Wealth Solutions
New York
$692K 27,916 -246,942 -90%
PAS
11
Park Avenue Securities
New York
$607K 24,492 +11,613 +90%
FSA
12
Financial Sense Advisors
California
$476K 19,214 +4,987 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$353K 14,228 +517 +4%
AF
14
Allworth Financial
California
$324K 13,081 -262 -2%
LSA
15
Lion Street Advisors
Texas
$223K 8,984 -571 -6%
SWM
16
Spire Wealth Management
Virginia
$134K 5,413 -3,681 -40%
CIAS
17
Capital Investment Advisory Services
North Carolina
$25.2K 1,016
UBS Group
18
UBS Group
Switzerland
$11.7K 470 +470 New
IA
19
IFP Advisors
Florida
$9.05K 365 +2 +0.6%
Morgan Stanley
20
Morgan Stanley
New York
$25 1
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-8,452 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-3,436 Closed