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ActivePassive US Equity ETF
APUE

Overview Fund Activity

45 hedge funds and large institutions have $1.93B invested in ActivePassive US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
15
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$58.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.8M
3
PS
Principal Securities
Iowa
+$15.3M
4
MML Investors Services
MML Investors Services
Massachusetts
+$6.23M
5
MFG
Merit Financial Group
Georgia
+$2.57M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$54.9M
2
AWS
Atria Wealth Solutions
New York
-$34.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.77M
4
SWM
Spire Wealth Management
Virginia
-$1.65M
5
UBS Group
UBS Group
Switzerland
-$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$492K -$133K -3,531 -21%
CC
27
Courier Capital
New York
$401K +$401K +10,666 New
FA
28
Flagstar Advisors
New York
$384K +$21.8K +580 +6%
Citadel Advisors
29
Citadel Advisors
Florida
$225K +$225K +5,974 New
Osaic Holdings
30
Osaic Holdings
Arizona
$224K -$1.15M -30,619 -84%
Goldman Sachs
31
Goldman Sachs
New York
$208K +$208K +5,544 New
KAS
32
Kestra Advisory Services
Texas
$204K +$204K +5,428 New
GWM
33
Geneos Wealth Management
Colorado
$158K -$448K -11,923 -74%
PB
34
Pinnacle Bancorp
Nebraska
$156K – – –
AWM
35
AE Wealth Management
Kansas
$155K +$155K +4,121 New
CIAS
36
Capital Investment Advisory Services
North Carolina
$87.9K – – –
Raymond James Financial
37
Raymond James Financial
Florida
$72.8K +$72.8K +1,935 New
IA
38
IFP Advisors
Florida
$69.7K +$2.33K +62 +3%
NA
39
NewEdge Advisors
Louisiana
$63.8K – – –
AssetMark Inc
40
AssetMark Inc
California
$56.3K +$17.3K +460 +44%
IRC
41
Investors Research Corp
Georgia
$43.3K – – –
FFO
42
Fortitude Family Office
Arizona
$12.6K +$12.6K +335 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$5.64K -$113 -3 -2%
OP
44
ORG Partners
Indiana
$4.55K +$4.55K +121 New
UBS Group
45
UBS Group
Switzerland
$4.44K -$1.22M -32,356 -100%
Jane Street
46
Jane Street
New York
– -$712K -20,956 Closed
CSC
47
Caldwell Sutter Capital
California
– -$120K -3,523 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– -$35.1K -1,034 Closed
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