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ActivePassive Intermediate Municipal Bond ETF

18 hedge funds and large institutions have $155M invested in ActivePassive Intermediate Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

20% more funds holding

Funds holding: 1518 (+3)

10% more capital invested

Capital invested by funds: $141M → $155M (+$14.6M)

1.27% more ownership

Funds ownership: 106.39%107.66% (+1.3%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$93.6M +$3.44M +138,111 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M +$5.32M +213,708 +13%
AWS
3
Atria Wealth Solutions
New York
$4.87M +$341K +13,675 +8%
PS
4
Principal Securities
Iowa
$3.11M +$2.15M +86,441 +231%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.42M +$20.9K +838 +2%
LPL Financial
6
LPL Financial
California
$1.18M -$610K -24,507 -34%
Principal Financial Group
7
Principal Financial Group
Iowa
$1.08M +$1.07M +43,010 New
MML Investors Services
8
MML Investors Services
Massachusetts
$924K +$52.1K +2,093 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$729K +$86.5K +3,475 +14%
P
10
&Partners
Tennessee
$664K +$659K +26,461 New
Jane Street
11
Jane Street
New York
$547K -$1.12M -45,123 -67%
OMC
12
Old Mission Capital
Illinois
$458K +$108K +4,349 +31%
FSA
13
Financial Sense Advisors
California
$331K -$21.4K -858 -6%
LSA
14
Lion Street Advisors
Texas
$263K +$13.8K +555 +6%
CFGS
15
Concourse Financial Group Securities
Alabama
$175K +$23.1K +928 +15%
UBS Group
16
UBS Group
Switzerland
$99.9K +$99.1K +3,979 New
IA
17
IFP Advisors
Florida
$8.99K +$50 +2 +0.6%
Morgan Stanley
18
Morgan Stanley
New York
$25 +$25 +1 New
IRC
19
Investors Research Corp
Georgia
-$7.68K -312 Closed

APMU Hedge Fund Activity: Q3 2024 in Review

18 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q3 2024, worth a combined $155M — up 10% from $141M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new APMU positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.32M. The largest seller was Jane Street, cutting an estimated $1.12M.

  • 18 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $155M of ActivePassive Intermediate Municipal Bond ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $5.32M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2024.