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ActivePassive US Equity ETF
APUE

8 hedge funds and large institutions have $205M invested in ActivePassive US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

119.55% more ownership

Funds ownership: 0% → 119.55% (+120%)

Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161M
2
AWS
Atria Wealth Solutions
New York
+$32.7M
3
BRWA
B. Riley Wealth Advisors
Florida
+$671K
4
Citadel Advisors
Citadel Advisors
Florida
+$431K
5
Jane Street
Jane Street
New York
+$241K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$169M +$161M +6,261,189 New
AWS
2
Atria Wealth Solutions
New York
$34.4M +$32.7M +1,274,590 New
BRWA
3
B. Riley Wealth Advisors
Florida
$705K +$671K +26,139 New
Citadel Advisors
4
Citadel Advisors
Florida
$452K +$431K +16,781 New
Jane Street
5
Jane Street
New York
$253K +$241K +9,381 New
FHA
6
First Horizon Advisors
Tennessee
$88.4K +$84.2K +3,280 New
JP Morgan Chase
7
JP Morgan Chase
New York
$1.7K +$1.62K +63 New
UBS Group
8
UBS Group
Switzerland
$485 +$462 +18 New

APUE Hedge Fund Activity: Q2 2023 in Review

8 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q2 2023, worth a combined $205M.

Buyers outnumbered sellers: 8 funds opened new APUE positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $161M.

  • 8 institutional investors held ActivePassive US Equity ETF (APUE) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $205M of ActivePassive US Equity ETF stock for Q2 2023.
  • 8 funds opened new ActivePassive US Equity ETF positions in Q2 2023 and 0 closed out, a net change of +8 holders.
  • The largest ActivePassive US Equity ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $161M added.

Based on aggregated 13F filings for Q2 2023.