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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
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
Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$93.6M +$3.47M +138,111 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$46M +$5.37M +213,708 +13%
AWS
3
Atria Wealth Solutions
New York
$4.87M +$343K +13,675 +8%
PS
4
Principal Securities
Iowa
$3.11M +$2.17M +86,441 +231%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.42M +$21K +838 +2%
LPL Financial
6
LPL Financial
California
$1.18M -$615K -24,507 -34%
Principal Financial Group
7
Principal Financial Group
Iowa
$1.08M +$1.08M +43,010 New
MML Investors Services
8
MML Investors Services
Massachusetts
$924K +$52.6K +2,093 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$729K +$87.3K +3,475 +14%
P
10
&Partners
Tennessee
$664K +$664K +26,461 New
Jane Street
11
Jane Street
New York
$547K -$1.13M -45,123 -67%
OMC
12
Old Mission Capital
Illinois
$458K +$109K +4,349 +31%
FSA
13
Financial Sense Advisors
California
$331K -$21.5K -858 -6%
LSA
14
Lion Street Advisors
Texas
$263K +$13.9K +555 +6%
CFGS
15
Concourse Financial Group Securities
Alabama
$175K +$23.3K +928 +15%
UBS Group
16
UBS Group
Switzerland
$99.9K +$99.9K +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