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ActivePassive US Equity ETF

40 hedge funds and large institutions have $1.7B invested in ActivePassive US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4440 (-4)

10.44% less ownership

Funds ownership: 115.33%104.89% (-10%)

11% less capital invested

Capital invested by funds: $1.92B → $1.7B (-$212M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
15
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$548K -$174K -4,854 -23%
FHA
27
First Horizon Advisors
Tennessee
$540K +$13.6K +381 +2%
Principal Financial Group
28
Principal Financial Group
Iowa
$346K +$364K +10,175 New
FA
29
Flagstar Advisors
New York
$327K +$14K +390 +4%
IFG
30
Independent Financial Group
California
$260K -$3.4K -95 -1%
PB
31
Pinnacle Bancorp
Nebraska
$141K
CSC
32
Caldwell Sutter Capital
California
$120K
CIAS
33
Capital Investment Advisory Services
North Carolina
$79.4K +$83.7K +2,337 New
IA
34
IFP Advisors
Florida
$60.9K -$537 -15 -0.8%
NA
35
NewEdge Advisors
Louisiana
$57.6K +$60.7K +1,696 New
FGAM
36
Financial Gravity Asset Management
Texas
$41.6K +$43.8K +1,223 New
IRC
37
Investors Research Corp
Georgia
$39.1K
AssetMark Inc
38
AssetMark Inc
California
$35.3K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$35.1K +$37K +1,034 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5.2K +$358 +10 +7%
CFGS
41
Concourse Financial Group Securities
Alabama
-$2.24M -60,352 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
-$649K -18,135 Closed
OMC
43
Old Mission Capital
Illinois
-$391K -10,921 Closed
FCBT
44
First Citizens Bank & Trust
North Carolina
-$286K -7,984 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$235K -6,561 Closed
SVCP
46
Silicon Valley Capital Partners
California
-$31K -867 Closed
FFO
47
Fortitude Family Office
Arizona
-$30.4K -850 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-$36 -1 Closed

APUE Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q1 2025, worth a combined $1.7B — down 11% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of APUE and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Envestnet Asset Management, adding an estimated $41.4M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $157M.

  • 40 institutional investors held ActivePassive US Equity ETF (APUE) as of Q1 2025, down from 44 in Q4 2024.
  • Funds reported $1.7B of ActivePassive US Equity ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new ActivePassive US Equity ETF positions in Q1 2025 and 8 closed out, a net change of -1 holder.
  • The largest ActivePassive US Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $41.4M added.
  • The largest ActivePassive US Equity ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2025.