ActivePassive US Equity ETF
APUE
54 hedge funds and large institutions have $2.3B invested in ActivePassive US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 54 → 54 (0)
2% less capital invested
Capital invested by funds: $2.34B → $2.3B (-$38.1M)
2.23% less ownership
Funds ownership: 108.25% → 106.03% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$117M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$5.07M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.73M |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
+$2.8M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$78.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$8.89M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.43M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.18M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$786K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
51
Investors Research Corp
Atlanta,
Georgia
| $34.6K | -$12K | -288 | -25% |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $26.7K | – | – | – |
|
|
GSEP
53
Golden State Equity Partners
South Coast Metro,
California
| $5.89K | +$6.13K | +147 | New |
|
|
SEP
54
Signature Equity Partners
Columbus,
Ohio
| $2.34K | – | – | – |
|
|
HF
55
HRT Financial
New York
| – | -$273K | -6,554 | Closed |
|
|
SIG
56
Spinnaker Investment Group
Newport Beach,
California
| – | -$248K | -5,952 | Closed |
|
57
Pathstone Holdings
Englewood,
New Jersey
| – | -$203K | -4,865 | Closed |
|
|
GPA
58
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$200K | -4,811 | Closed |
|
|
SAM
59
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$89.9K | -2,142 | Closed |
|
APUE Hedge Fund Activity: Q1 2026 in Review
54 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q1 2026, worth a combined $2.3B — down 1.6% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APUE positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $117M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $78.2M.
- 54 institutional investors held ActivePassive US Equity ETF (APUE) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $2.3B of ActivePassive US Equity ETF stock for Q1 2026, down 1.6% quarter-over-quarter.
- 6 funds opened new ActivePassive US Equity ETF positions in Q1 2026 and 5 closed out, a net change of +1 holder.
- The largest ActivePassive US Equity ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $117M added.
- The largest ActivePassive US Equity ETF seller in Q1 2026 was Envestnet Portfolio Solutions, an estimated $78.2M sold.
Based on aggregated 13F filings for Q1 2026.