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ActivePassive US Equity ETF

46 hedge funds and large institutions have $1.95B invested in ActivePassive US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

15% more funds holding

Funds holding: 4046 (+6)

14% more capital invested

Capital invested by funds: $1.7B → $1.95B (+$244M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 104.89%104.78% (-0.12%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$507K +$115K +3,320 +33%
Morgan Stanley
27
Morgan Stanley
New York
$492K -$123K -3,531 -21%
CC
28
Courier Capital
New York
$401K +$370K +10,666 New
FA
29
Flagstar Advisors
New York
$384K +$20.1K +580 +6%
IFG
30
Independent Financial Group
California
$294K +$5.9K +170 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$225K +$207K +5,974 New
Goldman Sachs
32
Goldman Sachs
New York
$208K +$193K +5,544 New
KAS
33
Kestra Advisory Services
Texas
$204K +$189K +5,428 New
GWM
34
Geneos Wealth Management
Colorado
$158K -$414K -11,923 -74%
PB
35
Pinnacle Bancorp
Nebraska
$156K
AWM
36
AE Wealth Management
Kansas
$155K +$143K +4,121 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$87.9K
Raymond James Financial
38
Raymond James Financial
Florida
$72.8K +$67.2K +1,935 New
IA
39
IFP Advisors
Florida
$69.7K +$2.15K +62 +3%
NA
40
NewEdge Advisors
Louisiana
$63.8K
AssetMark Inc
41
AssetMark Inc
California
$56.3K +$16K +460 +44%
IRC
42
Investors Research Corp
Georgia
$43.3K
FFO
43
Fortitude Family Office
Arizona
$12.6K +$11.6K +335 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$5.64K -$104 -3 -2%
OP
45
ORG Partners
Indiana
$4.55K +$4.2K +121 New
UBS Group
46
UBS Group
Switzerland
$4.44K -$1.12M -32,356 -100%
Jane Street
47
Jane Street
New York
-$712K -20,956 Closed
CSC
48
Caldwell Sutter Capital
California
-$120K -3,523 Closed
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
-$35.1K -1,034 Closed

APUE Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q2 2025, worth a combined $1.95B — up 14% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new APUE positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.2M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $50.7M.

  • 46 institutional investors held ActivePassive US Equity ETF (APUE) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $1.95B of ActivePassive US Equity ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 10 funds opened new ActivePassive US Equity ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest ActivePassive US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $54.2M added.
  • The largest ActivePassive US Equity ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $50.7M sold.

Based on aggregated 13F filings for Q2 2025.