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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $160M | +$166M | +6,140,046 | New |
|
|
AWS
2
Atria Wealth Solutions
New York
| $37.1M | +$3.97M | +146,796 | +12% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $17.7M | -$151M | -5,581,686 | -89% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $5.19M | +$5.38M | +198,614 | New |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| $1.09M | +$422K | +15,592 | +60% |
|
|
6
UBS Group
Zurich,
Switzerland
| $131K | +$135K | +4,983 | +27,683% |
|
|
FHA
7
First Horizon Advisors
Memphis,
Tennessee
| $85.6K | – | – | – |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $67.7K | +$70.2K | +2,594 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $67.7K | +$70.2K | +2,592 | New |
|
10
Comerica Bank
Dallas,
Texas
| $27.6K | +$28.6K | +1,056 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$452K | -16,781 | Closed |
|
|
12
Jane Street
New York
| – | -$253K | -9,381 | Closed |
|
|
13
JP Morgan Chase
New York
| – | -$1.7K | -63 | Closed |
|
APUE Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 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.