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
30% more capital invested
Capital invested by funds: $59M → $76.8M (+$17.8M)
29% more funds holding
Funds holding: 7 → 9 (+2)
3.25% more ownership
Funds ownership: 103.42% → 106.67% (+3.3%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $62.1M | +$11.3M | +453,877 | +22% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.88M | +$4.91M | +196,862 | +123% |
|
|
AWS
3
Atria Wealth Solutions
New York
| $3.75M | +$479K | +19,206 | +15% |
|
|
PS
4
Principal Securities
Des Moines,
Iowa
| $729K | +$564K | +22,635 | +338% |
|
|
5
Jane Street
New York
| $441K | +$442K | +17,737 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $371K | +$373K | +14,949 | New |
|
|
FSA
7
Financial Sense Advisors
San Diego,
California
| $267K | +$268K | +10,741 | New |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| $206K | +$207K | +8,310 | New |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $97.2K | +$2.22K | +89 | +2% |
|
|
BRWA
10
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$224K | -8,947 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$100 | -4 | Closed |
|
APMU Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 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.