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ActivePassive Intermediate Municipal Bond ETF
APMU

15 hedge funds and large institutions have $141M invested in ActivePassive Intermediate Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

83% more capital invested

Capital invested by funds: $76.8M → $141M (+$64M)

67% more funds holding

Funds holding: 9 → 15 (+6)

0.28% less ownership

Funds ownership: 106.67% → 106.39% (-0.28%)

Holders
15
Holders Change
+6
Holders Change %
+66.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.1M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$26.8M
3
LPL Financial
LPL Financial
California
+$1.76M
4
BRWA
B. Riley Wealth Advisors
Florida
+$1.37M
5
Jane Street
Jane Street
New York
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$88.3M +$26.8M +1,088,675 +44%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.8M +$31.1M +1,261,121 +353%
AWS
3
Atria Wealth Solutions
New York
$4.44M +$720K +29,240 +19%
LPL Financial
4
LPL Financial
California
$1.76M +$1.76M +71,669 New
Jane Street
5
Jane Street
New York
$1.65M +$1.21M +49,187 +277%
BRWA
6
B. Riley Wealth Advisors
Florida
$1.37M +$1.37M +55,578 New
PS
7
Principal Securities
Iowa
$921K +$199K +8,063 +27%
MML Investors Services
8
MML Investors Services
Massachusetts
$854K +$854K +34,699 New
Osaic Holdings
9
Osaic Holdings
Arizona
$629K +$261K +10,602 +71%
FSA
10
Financial Sense Advisors
California
$345K +$80.9K +3,286 +31%
OMC
11
Old Mission Capital
Illinois
$342K +$342K +13,894 New
LSA
12
Lion Street Advisors
Texas
$244K +$244K +9,925 New
CFGS
13
Concourse Financial Group Securities
Alabama
$148K +$51.9K +2,109 +54%
IA
14
IFP Advisors
Florida
$8.76K +$8.77K +356 New
IRC
15
Investors Research Corp
Georgia
$7.68K +$7.68K +312 New
LNC
16
Lincoln National Corp
Pennsylvania
– -$206K -8,310 Closed

APMU Hedge Fund Activity: Q2 2024 in Review

15 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q2 2024, worth a combined $141M — up 83% from $76.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new APMU positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $31.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $206K sold.

  • 15 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $141M of ActivePassive Intermediate Municipal Bond ETF stock for Q2 2024, up 83% quarter-over-quarter.
  • 7 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $31.1M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q2 2024 was Lincoln National Corp, an estimated $206K sold.

Based on aggregated 13F filings for Q2 2024.