ActivePassive US Equity ETF
APUE
31 hedge funds and large institutions have $1.61B invested in ActivePassive US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
143% more capital invested
Capital invested by funds: $663M → $1.61B (+$946M)
82% more funds holding
Funds holding: 17 → 31 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.97% less ownership
Funds ownership: 108.32% → 104.36% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$598M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$251M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.6M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$8.81M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.21M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$364K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$251K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$53.5K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $109K | +$105K | +3,262 | New |
|
27
UBS Group
Zurich,
Switzerland
| $90.8K | +$87.4K | +2,725 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $62.1K | +$59.8K | +1,864 | New |
|
|
PB
29
Pinnacle Bancorp
Beatrice,
Nebraska
| $58.6K | +$56.4K | +1,759 | New |
|
|
IRC
30
Investors Research Corp
Atlanta,
Georgia
| $38.4K | +$37K | +1,152 | New |
|
|
AA
31
Addison Advisors
Middlebury,
Vermont
| $28.6K | +$27.5K | +858 | New |
|
|
LNC
32
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$3.21M | -99,526 | Closed |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$364K | -11,264 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$251K | -7,777 | Closed |
|
APUE Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q2 2024, worth a combined $1.61B — up 143% from $663M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new APUE positions and 3 closed out — a net gain of 14 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $598M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $3.21M sold.
- 31 institutional investors held ActivePassive US Equity ETF (APUE) as of Q2 2024, up from 17 in Q1 2024.
- Funds reported $1.61B of ActivePassive US Equity ETF stock for Q2 2024, up 143% quarter-over-quarter.
- 17 funds opened new ActivePassive US Equity ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
- The largest ActivePassive US Equity ETF buyer in Q2 2024 was Envestnet Portfolio Solutions, an estimated $598M added.
- The largest ActivePassive US Equity ETF seller in Q2 2024 was Lincoln National Corp, an estimated $3.21M sold.
Based on aggregated 13F filings for Q2 2024.