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ActivePassive US Equity ETF
APUE

54 hedge funds and large institutions have $2.34B invested in ActivePassive US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $2.2B → $2.34B (+$131M)

2.98% more ownership

Funds ownership: 105.27% → 108.25% (+3%)

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
20
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$82.3M
2
P
&Partners
Tennessee
+$7.14M
3
PS
Principal Securities
Iowa
+$5.21M
4
MML Investors Services
MML Investors Services
Massachusetts
+$4.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$8.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.15M
3
PAS
Park Avenue Securities
New York
-$6.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
5
Mariner
Mariner
Kansas
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$554K +$327K +7,911 +147%
FA
27
Flagstar Advisors
New York
$520K +$107K +2,582 +26%
Morgan Stanley
28
Morgan Stanley
New York
$492K -$12.4K -300 -2%
CC
29
Courier Capital
New York
$444K – – –
FSA
30
Financial Services Advisory
Maryland
$438K +$191K +4,620 +78%
QCM
31
QRG Capital Management
Illinois
$404K +$153K +3,704 +62%
DWM
32
Diversify Wealth Management
Utah
$404K +$393K +9,510 New
IFG
33
Independent Financial Group
California
$325K -$2.11K -51 -0.7%
HF
34
HRT Financial
New York
$273K -$44.9K -1,085 -14%
SEIA
35
Signature Estate & Investment Advisors
California
$255K +$17.8K +430 +8%
SIG
36
Spinnaker Investment Group
California
$248K -$1.82K -44 -0.7%
ACM
37
Absolute Capital Management
Pennsylvania
$219K -$4.72K -114 -2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$214K -$260K -6,290 -55%
MOS
39
MGO One Seven
Ohio
$210K -$18K -435 -8%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$203K +$201K +4,865 New
GPA
41
Guidance Point Advisors
Massachusetts
$200K -$9.27K -224 -4%
PB
42
Pinnacle Bancorp
Nebraska
$182K – – –
PFO
43
Pioneer Family Office
Florida
$169K +$167K +4,045 New
JP Morgan Chase
44
JP Morgan Chase
New York
$123K -$34.8K -842 -22%
SAM
45
Smartleaf Asset Management
Massachusetts
$89.9K +$88.6K +2,142 New
IRC
46
Investors Research Corp
Georgia
$48K – – –
AssetMark Inc
47
AssetMark Inc
California
$43.3K – – –
WG
48
Wellington Group
Indiana
$29K +$28.8K +697 New
IA
49
IFP Advisors
Florida
$27.8K -$37K -895 -57%
SRCM
50
Signature Resources Capital Management
California
$8.33K +$8.28K +200 New
1
2
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APUE Hedge Fund Activity: Q4 2025 in Review

54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q4 2025, worth a combined $2.34B — up 6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new APUE positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $82.3M. The largest seller was LPL Financial, cutting an estimated $8.51M.

  • 54 institutional investors held ActivePassive US Equity ETF (APUE) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $2.34B of ActivePassive US Equity ETF stock for Q4 2025, up 6% quarter-over-quarter.
  • 8 funds opened new ActivePassive US Equity ETF positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest ActivePassive US Equity ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $82.3M added.
  • The largest ActivePassive US Equity ETF seller in Q4 2025 was LPL Financial, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2025.