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ActivePassive Intermediate Municipal Bond ETF

22 hedge funds and large institutions have $188M invested in ActivePassive Intermediate Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
3
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
$95.1M +$3.18M +128,952 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.5M +$28.3M +1,147,939 +63%
AWS
3
Atria Wealth Solutions
New York
$6.18M +$1.4M +56,841 +29%
PS
4
Principal Securities
Iowa
$3.92M +$869K +35,250 +28%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.57M +$184K +7,464 +13%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.18M +$272K +11,011 +30%
Principal Financial Group
7
Principal Financial Group
Iowa
$1.1M +$37.2K +1,509 +4%
LPL Financial
8
LPL Financial
California
$1.02M -$147K -5,965 -13%
P
9
&Partners
Tennessee
$860K +$207K +8,384 +32%
Osaic Holdings
10
Osaic Holdings
Arizona
$496K -$219K -8,896 -31%
PAS
11
Park Avenue Securities
New York
$450K +$450K +18,251 New
OMC
12
Old Mission Capital
Illinois
$427K -$22.7K -921 -5%
FSA
13
Financial Sense Advisors
California
$332K +$7.42K +301 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$322K +$322K +13,076 New
FTUS
15
Flow Traders U.S.
New York
$294K +$294K +11,927 New
LSA
16
Lion Street Advisors
Texas
$279K +$20.4K +826 +8%
CFGS
17
Concourse Financial Group Securities
Alabama
$242K +$70.3K +2,847 +41%
SWM
18
Spire Wealth Management
Virginia
$232K +$232K +9,405 New
AF
19
Allworth Financial
California
$222K +$222K +8,997 New
SVCP
20
Silicon Valley Capital Partners
California
$60.3K +$60.3K +2,447 New
IA
21
IFP Advisors
Florida
$8.91K +$74 +3 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$25
Jane Street
23
Jane Street
New York
-$547K -21,801 Closed
UBS Group
24
UBS Group
Switzerland
-$99.9K -3,979 Closed