ActivePassive US Equity ETF
APUE
32 hedge funds and large institutions have $1.7B invested in ActivePassive US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6% more capital invested
Capital invested by funds: $1.61B → $1.7B (+$89.1M)
3% more funds holding
Funds holding: 31 → 32 (+1)
0.21% more ownership
Funds ownership: 104.36% → 104.57% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$6.11M |
| 4 |
Jane Street
New York
|
+$3.67M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$43.4M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$2.22M |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.41M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$473K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $254K | +$153K | +4,492 | +165% |
|
|
FFO
27
Fortitude Family Office
Scottsdale,
Arizona
| $134K | +$129K | +3,789 | New |
|
|
CSC
28
Caldwell Sutter Capital
Sausalito,
California
| $124K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $64.9K | -$747 | -22 | -1% |
|
|
PB
30
Pinnacle Bancorp
Beatrice,
Nebraska
| $58K | -$3.8K | -112 | -6% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $46K | +$44.3K | +1,306 | New |
|
|
IRC
32
Investors Research Corp
Atlanta,
Georgia
| $40.6K | – | – | – |
|
|
IA
33
Inspire Advisors
Meridian,
Idaho
| – | -$1.41M | -42,236 | Closed |
|
|
34
HighTower Advisors
Chicago,
Illinois
| – | -$473K | -14,227 | Closed |
|
|
35
Mercer Global Advisors
Denver,
Colorado
| – | -$273K | -8,200 | Closed |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$217K | -6,477 | Closed |
|
|
KAS
37
KPP Advisory Services
Louisville,
Kentucky
| – | -$215K | -6,463 | Closed |
|
|
AA
38
Addison Advisors
Middlebury,
Vermont
| – | -$28.6K | -858 | Closed |
|
APUE Hedge Fund Activity: Q3 2024 in Review
32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q3 2024, worth a combined $1.7B — up 5.5% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new APUE positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $15.1M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $43.4M.
- 32 institutional investors held ActivePassive US Equity ETF (APUE) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $1.7B of ActivePassive US Equity ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
- 7 funds opened new ActivePassive US Equity ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
- The largest ActivePassive US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $15.1M added.
- The largest ActivePassive US Equity ETF seller in Q3 2024 was Envestnet Portfolio Solutions, an estimated $43.4M sold.
Based on aggregated 13F filings for Q3 2024.