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ActivePassive Intermediate Municipal Bond ETF

21 hedge funds and large institutions have $183M invested in ActivePassive Intermediate Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

5% more funds holding

Funds holding: 2021 (+1)

4% more capital invested

Capital invested by funds: $176M → $183M (+$7M)

1.8% less ownership

Funds ownership: 108.75%106.95% (-1.8%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.8M +$5.82M +237,096 +7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$71.6M -$5.45M -222,197 -7%
LPL Financial
3
LPL Financial
California
$9.09M +$7.74M +315,517 +616%
PS
4
Principal Securities
Iowa
$5.7M +$1.74M +70,741 +44%
P
5
&Partners
Tennessee
$2.22M +$370K +15,086 +20%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.11M +$457K +18,629 +28%
BRWA
7
B. Riley Wealth Advisors
Florida
$1.57M +$1.55M +63,209 New
Principal Financial Group
8
Principal Financial Group
Iowa
$1.01M -$97.7K -3,983 -9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$991K +$138K +5,620 +16%
AWS
10
Atria Wealth Solutions
New York
$692K -$6.06M -246,942 -90%
PAS
11
Park Avenue Securities
New York
$607K +$285K +11,613 +90%
FSA
12
Financial Sense Advisors
California
$476K +$122K +4,987 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$353K +$12.7K +517 +4%
AF
14
Allworth Financial
California
$324K -$6.43K -262 -2%
LSA
15
Lion Street Advisors
Texas
$223K -$14K -571 -6%
SWM
16
Spire Wealth Management
Virginia
$134K -$90.3K -3,681 -40%
Osaic Holdings
17
Osaic Holdings
Arizona
$62.9K -$22K -897 -26%
CIAS
18
Capital Investment Advisory Services
North Carolina
$25.2K
UBS Group
19
UBS Group
Switzerland
$11.7K +$11.5K +470 New
IA
20
IFP Advisors
Florida
$9.05K +$49 +2 +0.6%
Morgan Stanley
21
Morgan Stanley
New York
$25
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$209K -8,452 Closed

APMU Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q2 2025, worth a combined $183M — up 4% from $176M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new APMU positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.74M. The largest seller was Atria Wealth Solutions, cutting an estimated $6.06M.

  • 21 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $183M of ActivePassive Intermediate Municipal Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 2 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $7.74M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $6.06M sold.

Based on aggregated 13F filings for Q2 2025.