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ActivePassive Intermediate Municipal Bond ETF

7 hedge funds and large institutions have $59M invested in ActivePassive Intermediate Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$51.2M +$21M +837,662 +69%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.02M +$3.54M +141,556 +745%
AWS
3
Atria Wealth Solutions
New York
$3.3M -$3.87M -154,296 -54%
BRWA
4
B. Riley Wealth Advisors
Florida
$224K +$224K +8,947 New
PS
5
Principal Securities
Iowa
$168K +$168K +6,706 New
CFGS
6
Concourse Financial Group Securities
Alabama
$95.8K +$30.4K +1,214 +46%
UBS Group
7
UBS Group
Switzerland
$100 -$2.18K -87 -96%
Jane Street
8
Jane Street
New York
-$506K -21,189 Closed
Osaic Holdings
9
Osaic Holdings
Arizona
-$58.1K -2,431 Closed