ActivePassive US Equity ETF
APUE
10 hedge funds and large institutions have $222M invested in ActivePassive US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
8% more capital invested
Capital invested by funds: $205M → $222M (+$17M)
4.48% more ownership
Funds ownership: 119.55% → 124.03% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$5.38M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$3.97M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$422K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$135K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$70.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$151M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$452K |
| 3 |
Jane Street
New York
|
-$253K |
| 4 |
JP Morgan Chase
New York
|
-$1.7K |
APUE Hedge Fund Activity: Q3 2023 in Review
10 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q3 2023, worth a combined $222M — up 8.3% from $205M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new APUE positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $5.38M. The largest seller was Envestnet Asset Management, cutting an estimated $151M.
- 10 institutional investors held ActivePassive US Equity ETF (APUE) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $222M of ActivePassive US Equity ETF stock for Q3 2023, up 8.3% quarter-over-quarter.
- 5 funds opened new ActivePassive US Equity ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest ActivePassive US Equity ETF buyer in Q3 2023 was HighTower Advisors, an estimated $5.38M added.
- The largest ActivePassive US Equity ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $151M sold.
Based on aggregated 13F filings for Q3 2023.