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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

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

22% more funds holding

Funds holding: 1822 (+4)

21% more capital invested

Capital invested by funds: $155M → $188M (+$32.3M)

16.15% more ownership

Funds ownership: 107.66%123.81% (+16%)

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
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$95.1M +$3.2M +128,952 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$73.5M +$28.5M +1,147,939 +63%
AWS
3
Atria Wealth Solutions
New York
$6.18M +$1.41M +56,841 +29%
PS
4
Principal Securities
Iowa
$3.92M +$876K +35,250 +28%
BRWA
5
B. Riley Wealth Advisors
Florida
$1.57M +$185K +7,464 +13%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.18M +$274K +11,011 +30%
Principal Financial Group
7
Principal Financial Group
Iowa
$1.1M +$37.5K +1,509 +4%
LPL Financial
8
LPL Financial
California
$1.02M -$148K -5,965 -13%
P
9
&Partners
Tennessee
$860K +$208K +8,384 +32%
Osaic Holdings
10
Osaic Holdings
Arizona
$496K -$221K -8,896 -31%
PAS
11
Park Avenue Securities
New York
$450K +$454K +18,251 New
OMC
12
Old Mission Capital
Illinois
$427K -$22.9K -921 -5%
FSA
13
Financial Sense Advisors
California
$332K +$7.48K +301 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$322K +$325K +13,076 New
FTUS
15
Flow Traders U.S.
New York
$294K +$296K +11,927 New
LSA
16
Lion Street Advisors
Texas
$279K +$20.5K +826 +8%
CFGS
17
Concourse Financial Group Securities
Alabama
$242K +$70.7K +2,847 +41%
SWM
18
Spire Wealth Management
Virginia
$232K +$234K +9,405 New
AF
19
Allworth Financial
California
$222K +$224K +8,997 New
SVCP
20
Silicon Valley Capital Partners
California
$60.3K +$60.8K +2,447 New
IA
21
IFP Advisors
Florida
$8.9K +$75 +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

APMU Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q4 2024, worth a combined $188M — up 21% from $155M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new APMU positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $28.5M. The largest seller was Jane Street, exiting entirely with an estimated $547K sold.

  • 22 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $188M of ActivePassive Intermediate Municipal Bond ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 6 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $28.5M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q4 2024 was Jane Street, an estimated $547K sold.

Based on aggregated 13F filings for Q4 2024.