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ActivePassive Intermediate Municipal Bond ETF

20 hedge funds and large institutions have $176M invested in ActivePassive Intermediate Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

6% less capital invested

Capital invested by funds: $188M → $176M (-$11.8M)

9% less funds holding

Funds holding: 2220 (-2)

15.06% less ownership

Funds ownership: 123.81%108.75% (-15%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$79.6M +$6.02M +243,316 +8%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$76.8M -$18.5M -747,205 -19%
AWS
3
Atria Wealth Solutions
New York
$6.79M +$596K +24,082 +10%
PS
4
Principal Securities
Iowa
$3.92M
P
5
&Partners
Tennessee
$1.84M +$976K +39,452 +113%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.64M +$463K +18,717 +39%
LPL Financial
7
LPL Financial
California
$1.26M +$248K +10,017 +24%
Principal Financial Group
8
Principal Financial Group
Iowa
$1.1M +$3.02K +122 +0.3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$848K +$850K +34,339 New
FSA
10
Financial Sense Advisors
California
$351K +$18.7K +757 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$339K +$15.7K +635 +5%
AF
12
Allworth Financial
California
$326K +$108K +4,346 +48%
PAS
13
Park Avenue Securities
New York
$318K -$133K -5,372 -29%
LSA
14
Lion Street Advisors
Texas
$236K -$43.3K -1,751 -15%
SWM
15
Spire Wealth Management
Virginia
$225K -$7.7K -311 -3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$209K +$209K +8,452 New
Osaic Holdings
17
Osaic Holdings
Arizona
$84.9K -$413K -16,694 -83%
CIAS
18
Capital Investment Advisory Services
North Carolina
$25.1K +$25.1K +1,016 New
IA
19
IFP Advisors
Florida
$8.96K +$49 +2 +0.6%
Morgan Stanley
20
Morgan Stanley
New York
$25
OMC
21
Old Mission Capital
Illinois
-$427K -17,322 Closed
FTUS
22
Flow Traders U.S.
New York
-$294K -11,927 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
-$242K -9,798 Closed
SVCP
24
Silicon Valley Capital Partners
California
-$60.3K -2,447 Closed

APMU Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q1 2025, worth a combined $176M — down 6.3% from $188M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of APMU and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.

The largest buyer was Envestnet Asset Management, adding an estimated $6.02M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $18.5M.

  • 20 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $176M of ActivePassive Intermediate Municipal Bond ETF stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 3 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $6.02M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2025.