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ActivePassive Intermediate Municipal Bond ETF

21 hedge funds and large institutions have $225M invested in ActivePassive Intermediate Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $208M → $225M (+$17.1M)

1.87% more ownership

Funds ownership: 109.2%111.07% (+1.9%)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$109M +$9.76M +388,195 +10%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$82.1M +$3.79M +150,939 +5%
LPL Financial
3
LPL Financial
California
$11M +$1.02M +40,678 +10%
PS
4
Principal Securities
Iowa
$9.81M +$2.27M +90,515 +30%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.2M +$699K +27,794 +28%
P
6
&Partners
Tennessee
$2.58M +$39.7K +1,580 +2%
BRWA
7
B. Riley Wealth Advisors
Florida
$2.36M +$418K +16,633 +21%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.36M +$269K +10,713 +25%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.06M +$18.3K +727 +2%
Jane Street
10
Jane Street
New York
$485K -$255K -10,128 -34%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$364K +$365K +14,513 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$353K -$14.9K -592 -4%
AF
13
Allworth Financial
California
$328K -$75 -3 -0%
Goldman Sachs
14
Goldman Sachs
New York
$300K +$300K +11,942 New
FSA
15
Financial Sense Advisors
California
$283K +$15.9K +633 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$260K -$6.84K -272 -3%
SWM
17
Spire Wealth Management
Virginia
$168K +$6.53K +260 +4%
SIS
18
Sound Income Strategies
Florida
$50.3K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29K -$113K -4,514 -79%
UBS Group
20
UBS Group
Switzerland
$1.46K -$2.36K -94 -62%
Morgan Stanley
21
Morgan Stanley
New York
$25
PAS
22
Park Avenue Securities
New York
-$817K -32,499 Closed
MWM
23
Modern Wealth Management
Kansas
-$233K -9,281 Closed
CIAS
24
Capital Investment Advisory Services
North Carolina
-$25.5K -1,016 Closed

APMU Hedge Fund Activity: Q4 2025 in Review

21 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q4 2025, worth a combined $225M — up 8.2% from $208M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of APMU and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.

The largest buyer was Envestnet Asset Management, adding an estimated $9.76M. The largest seller was Park Avenue Securities, exiting entirely with an estimated $817K sold.

  • 21 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q4 2025, down from 22 in Q3 2025.
  • Funds reported $225M of ActivePassive Intermediate Municipal Bond ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 2 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $9.76M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q4 2025 was Park Avenue Securities, an estimated $817K sold.

Based on aggregated 13F filings for Q4 2025.