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ActivePassive US Equity ETF
APUE

15 hedge funds and large institutions have $436M invested in ActivePassive US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

97% more capital invested

Capital invested by funds: $222M → $436M (+$214M)

50% more funds holding

Funds holding: 10 → 15 (+5)

12.4% less ownership

Funds ownership: 124.03% → 111.63% (-12%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$157M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.3M
3
BRWA
B. Riley Wealth Advisors
Florida
+$3.87M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.1M
5
HighTower Advisors
HighTower Advisors
Illinois
+$766K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$8.44M
2
UBS Group
UBS Group
Switzerland
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$347M +$157M +5,782,070 +94%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.5M +$20.3M +746,920 +110%
AWS
3
Atria Wealth Solutions
New York
$32.4M -$8.44M -310,381 -22%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.59M +$766K +28,148 +14%
BRWA
5
B. Riley Wealth Advisors
Florida
$5.35M +$3.87M +142,288 +341%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.25M +$1.1M +40,488 +1,562%
PS
7
Principal Securities
Iowa
$519K +$485K +17,834 New
LNC
8
Lincoln National Corp
Pennsylvania
$481K +$450K +16,529 New
FSA
9
Financial Sense Advisors
California
$410K +$384K +14,101 New
MML Investors Services
10
MML Investors Services
Massachusetts
$303K +$284K +10,429 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$244K +$228K +8,396 New
CFGS
12
Concourse Financial Group Securities
Alabama
$199K +$115K +4,236 +163%
FHA
13
First Horizon Advisors
Tennessee
$95.4K – – –
Comerica Bank
14
Comerica Bank
Texas
$30.7K – – –
UBS Group
15
UBS Group
Switzerland
$495 -$136K -4,984 -100%

APUE Hedge Fund Activity: Q4 2023 in Review

15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q4 2023, worth a combined $436M — up 97% from $222M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new APUE positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $157M. The largest seller was Atria Wealth Solutions, cutting an estimated $8.44M.

  • 15 institutional investors held ActivePassive US Equity ETF (APUE) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $436M of ActivePassive US Equity ETF stock for Q4 2023, up 97% quarter-over-quarter.
  • 5 funds opened new ActivePassive US Equity ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest ActivePassive US Equity ETF buyer in Q4 2023 was Envestnet Portfolio Solutions, an estimated $157M added.
  • The largest ActivePassive US Equity ETF seller in Q4 2023 was Atria Wealth Solutions, an estimated $8.44M sold.

Based on aggregated 13F filings for Q4 2023.