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ActivePassive Intermediate Municipal Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
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
$62.1M +$11.3M +453,877 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.88M +$4.89M +196,862 +123%
AWS
3
Atria Wealth Solutions
New York
$3.75M +$477K +19,206 +15%
PS
4
Principal Securities
Iowa
$729K +$562K +22,635 +338%
Jane Street
5
Jane Street
New York
$441K +$441K +17,737 New
Osaic Holdings
6
Osaic Holdings
Arizona
$371K +$371K +14,949 New
FSA
7
Financial Sense Advisors
California
$267K +$267K +10,741 New
LNC
8
Lincoln National Corp
Pennsylvania
$206K +$206K +8,310 New
CFGS
9
Concourse Financial Group Securities
Alabama
$97.2K +$2.21K +89 +2%
BRWA
10
B. Riley Wealth Advisors
Florida
-$224K -8,947 Closed
UBS Group
11
UBS Group
Switzerland
-$100 -4 Closed