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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

2,060% more capital inflows, than outflows

Capital inflows: $185M | Capital outflows: $8.58M

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

50% more funds holding

Funds holding: 10 → 15 (+5)

14.05% more ownership

Funds ownership: 18.37% → 32.41% (+14%)

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
B. Riley Wealth Advisors
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
Atria Wealth Solutions
Atria Wealth Solutions
New York
-$8.44M
2
UBS Group
UBS Group
Switzerland
-$136K

APUE Hedge Fund Activity: Q4 2023 in Review

15 of the 6,877 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.