ActivePassive Intermediate Municipal Bond ETF
APMU
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.
60% more capital invested
Capital invested by funds: $36.8M → $59M (+$22.3M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
19.77% less ownership
Funds ownership: 123.19% → 103.42% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$20.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.44M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$218K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$29.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$3.75M |
| 2 |
Jane Street
New York
|
-$506K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$58.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $51.2M | +$20.4M | +837,662 | +69% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $4.02M | +$3.44M | +141,556 | +745% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $3.3M | -$3.75M | -154,296 | -54% |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| $224K | +$218K | +8,947 | New |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $168K | +$163K | +6,706 | New |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| $95.8K | +$29.5K | +1,214 | +46% |
|
|
7
UBS Group
Zurich,
Switzerland
| $100 | -$2.12K | -87 | -96% |
|
|
8
Jane Street
New York
| – | -$506K | -21,189 | Closed |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| – | -$58.1K | -2,431 | Closed |
|
APMU Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q4 2023, worth a combined $59M — up 60% from $36.8M a quarter earlier.
Fund positioning in APMU was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $20.4M. The largest seller was Atria Wealth Solutions, cutting an estimated $3.75M.
- 7 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $59M of ActivePassive Intermediate Municipal Bond ETF stock for Q4 2023, up 60% quarter-over-quarter.
- 2 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q4 2023 was Envestnet Portfolio Solutions, an estimated $20.4M added.
- The largest ActivePassive Intermediate Municipal Bond ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2023.