ActivePassive Intermediate Municipal Bond ETF
APMU
9 hedge funds and large institutions have $76.8M invested in ActivePassive Intermediate Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
32.26% more ownership
Funds ownership: 103.42% → 135.68% (+32%)
30% more capital invested
Capital invested by funds: $59M → $76.8M (+$17.8M)
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$11.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.91M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$564K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$479K |
| 5 |
Jane Street
New York
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$224K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$100 |
APMU Hedge Fund Activity: Q1 2024 in Review
9 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q1 2024, worth a combined $76.8M — up 30% from $59M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new APMU positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $11.3M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $224K sold.
- 9 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $76.8M of ActivePassive Intermediate Municipal Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 4 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $11.3M added.
- The largest ActivePassive Intermediate Municipal Bond ETF seller in Q1 2024 was B. Riley Wealth Advisors, an estimated $224K sold.
Based on aggregated 13F filings for Q1 2024.