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ActivePassive Intermediate Municipal Bond ETF

20 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, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.8M +$5.88M +237,096 +7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$71.6M -$5.51M -222,197 -7%
LPL Financial
3
LPL Financial
California
$9.09M +$7.82M +315,517 +616%
PS
4
Principal Securities
Iowa
$5.7M +$1.75M +70,741 +44%
P
5
&Partners
Tennessee
$2.22M +$375K +15,086 +20%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.11M +$462K +18,629 +28%
BRWA
7
B. Riley Wealth Advisors
Florida
$1.57M +$1.57M +63,209 New
Principal Financial Group
8
Principal Financial Group
Iowa
$1.01M -$98.7K -3,983 -9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$991K +$139K +5,620 +16%
AWS
10
Atria Wealth Solutions
New York
$692K -$6.12M -246,942 -90%
PAS
11
Park Avenue Securities
New York
$607K +$288K +11,613 +90%
FSA
12
Financial Sense Advisors
California
$476K +$124K +4,987 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$353K +$12.8K +517 +4%
AF
14
Allworth Financial
California
$324K -$6.5K -262 -2%
LSA
15
Lion Street Advisors
Texas
$223K -$14.2K -571 -6%
SWM
16
Spire Wealth Management
Virginia
$134K -$91.3K -3,681 -40%
CIAS
17
Capital Investment Advisory Services
North Carolina
$25.2K
UBS Group
18
UBS Group
Switzerland
$11.7K +$11.7K +470 New
IA
19
IFP Advisors
Florida
$9.05K +$50 +2 +0.6%
Morgan Stanley
20
Morgan Stanley
New York
$25
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$209K -8,452 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$84.9K -3,436 Closed