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ActivePassive US Equity ETF
APUE

53 hedge funds and large institutions have $2.2B invested in ActivePassive US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

15% more funds holding

Funds holding: 46 → 53 (+7)

13% more capital invested

Capital invested by funds: $1.95B → $2.2B (+$257M)

0.5% more ownership

Funds ownership: 104.78% → 105.27% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
24
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58.6M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$17M
3
PS
Principal Securities
Iowa
+$9.76M
4
MML Investors Services
MML Investors Services
Massachusetts
+$2.88M
5
BRWA
B. Riley Wealth Advisors
Florida
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
LSA
Lion Street Advisors
Texas
-$2.66M
2
MFG
Merit Financial Group
Georgia
-$2.01M
3
Mariner
Mariner
Kansas
-$1.94M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.46M
5
KIM
Kestra Investment Management
Texas
-$815K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$494K -$38.3K -980 -7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$466K +$447K +11,429 New
CC
28
Courier Capital
New York
$435K – – –
FA
29
Flagstar Advisors
New York
$404K -$12.2K -311 -3%
GRP
30
Global Retirement Partners
California
$335K +$321K +8,204 New
IFG
31
Independent Financial Group
California
$320K +$1.06K +27 +0.3%
HF
32
HRT Financial
New York
$311K +$299K +7,639 New
VWM
33
Vivid Wealth Management
Iowa
$254K +$243K +6,219 New
SIG
34
Spinnaker Investment Group
California
$245K +$235K +5,996 New
QCM
35
QRG Capital Management
Illinois
$244K +$234K +5,992 New
FSA
36
Financial Services Advisory
Maryland
$241K +$231K +5,903 New
SEIA
37
Signature Estate & Investment Advisors
California
$232K +$223K +5,687 New
MOS
38
MGO One Seven
Ohio
$223K +$214K +5,480 New
KAS
39
Kestra Advisory Services
Texas
$219K -$1.92K -49 -0.9%
ACM
40
Absolute Capital Management
Pennsylvania
$219K +$210K +5,366 New
GPA
41
Guidance Point Advisors
Massachusetts
$205K +$197K +5,035 New
PB
42
Pinnacle Bancorp
Nebraska
$178K +$8.26K +211 +5%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$171K +$164K +4,201 New
JP Morgan Chase
44
JP Morgan Chase
New York
$154K +$148K +3,784 New
AAS
45
Ameritas Advisory Services
Nebraska
$96.7K +$92.8K +2,371 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$90.9K -$4.19K -107 -5%
NA
47
NewEdge Advisors
Louisiana
$69.2K – – –
IA
48
IFP Advisors
Florida
$63.7K -$11.4K -292 -16%
IRC
49
Investors Research Corp
Georgia
$47K – – –
AssetMark Inc
50
AssetMark Inc
California
$42.3K -$18K -460 -31%
1
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APUE Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q3 2025, worth a combined $2.2B — up 13% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new APUE positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $58.6M. The largest seller was Lion Street Advisors, exiting entirely with an estimated $2.66M sold.

  • 53 institutional investors held ActivePassive US Equity ETF (APUE) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $2.2B of ActivePassive US Equity ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 15 funds opened new ActivePassive US Equity ETF positions in Q3 2025 and 6 closed out, a net change of +9 holders.
  • The largest ActivePassive US Equity ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $58.6M added.
  • The largest ActivePassive US Equity ETF seller in Q3 2025 was Lion Street Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2025.