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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58.6M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$17M |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$9.76M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.88M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$2.66M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$2.01M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.94M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.46M |
| 5 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$815K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $40.7K | +$34.5K | +881 | +747% |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.24K | +$117 | +3 | +2% |
|
|
OP
53
ORG Partners
Roanoke,
Indiana
| $5.87K | +$900 | +23 | +19% |
|
|
LSA
54
Lion Street Advisors
Austin,
Texas
| – | -$2.66M | -70,847 | Closed |
|
|
KIM
55
Kestra Investment Management
Austin,
Texas
| – | -$815K | -23,974 | Closed |
|
|
GWM
56
Geneos Wealth Management
Englewood,
Colorado
| – | -$158K | -4,196 | Closed |
|
|
AWM
57
AE Wealth Management
Topeka,
Kansas
| – | -$155K | -4,121 | Closed |
|
58
Raymond James Financial
St Petersburg,
Florida
| – | -$72.8K | -1,935 | Closed |
|
|
FFO
59
Fortitude Family Office
Scottsdale,
Arizona
| – | -$12.6K | -335 | Closed |
|
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.