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ActivePassive Intermediate Municipal Bond ETF

22 hedge funds and large institutions have $244M invested in ActivePassive Intermediate Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $225M → $244M (+$19.3M)

5% more funds holding

Funds holding: 2122 (+1)

0.79% more ownership

Funds ownership: 111.07%111.86% (+0.79%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
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
$125M +$17M +672,972 +16%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$76.9M -$4.63M -183,671 -6%
LPL Financial
3
LPL Financial
California
$11.3M +$369K +14,632 +3%
PS
4
Principal Securities
Iowa
$10.3M +$526K +20,857 +5%
PAS
5
Park Avenue Securities
New York
$4.87M +$4.94M +195,719 New
MML Investors Services
6
MML Investors Services
Massachusetts
$4.54M +$1.37M +54,500 +43%
P
7
&Partners
Tennessee
$4.12M +$1.59M +62,921 +61%
BRWA
8
B. Riley Wealth Advisors
Florida
$2.33M -$9.61K -381 -0.4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2M +$655K +25,967 +48%
Principal Financial Group
10
Principal Financial Group
Iowa
$1.07M +$14K +556 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$342K -$8.02K -318 -2%
RWA
12
Resolute Wealth Advisor
Ohio
$312K +$316K +12,517 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$286K -$76.6K -3,036 -21%
FSA
14
Financial Sense Advisors
California
$283K +$1.74K +69 +0.6%
AF
15
Allworth Financial
California
$280K -$46.5K -1,842 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$220K -$38.4K -1,521 -15%
SWM
17
Spire Wealth Management
Virginia
$159K -$8.38K -332 -5%
FFA
18
Farther Finance Advisors
California
$132K +$134K +5,325 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$90.5K +$91.8K +3,637 New
SIS
20
Sound Income Strategies
Florida
$49.6K
UBS Group
21
UBS Group
Switzerland
$7.79K +$6.43K +255 +440%
Morgan Stanley
22
Morgan Stanley
New York
$25
Jane Street
23
Jane Street
New York
-$485K -19,334 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$300K -11,942 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$29K -1,169 Closed

APMU Hedge Fund Activity: Q1 2026 in Review

22 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ActivePassive Intermediate Municipal Bond ETF (APMU) for Q1 2026, worth a combined $244M — up 8.6% from $225M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new APMU positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $17M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $4.63M.

  • 22 institutional investors held ActivePassive Intermediate Municipal Bond ETF (APMU) as of Q1 2026, up from 21 in Q4 2025.
  • Funds reported $244M of ActivePassive Intermediate Municipal Bond ETF stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 4 funds opened new ActivePassive Intermediate Municipal Bond ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest ActivePassive Intermediate Municipal Bond ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $17M added.
  • The largest ActivePassive Intermediate Municipal Bond ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2026.