ActivePassive US Equity ETF
APUE
17 hedge funds and large institutions have $663M invested in ActivePassive US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
52% more capital invested
Capital invested by funds: $436M → $663M (+$227M)
13% more funds holding
Funds holding: 15 → 17 (+2)
3.31% less ownership
Funds ownership: 111.63% → 108.32% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$128M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.75M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.53M |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.43M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$4.34M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$30.7K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$762 |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$495 |
APUE Hedge Fund Activity: Q1 2024 in Review
17 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q1 2024, worth a combined $663M — up 52% from $436M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new APUE positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $128M. The largest seller was HighTower Advisors, cutting an estimated $6.43M.
- 17 institutional investors held ActivePassive US Equity ETF (APUE) as of Q1 2024, up from 15 in Q4 2023.
- Funds reported $663M of ActivePassive US Equity ETF stock for Q1 2024, up 52% quarter-over-quarter.
- 4 funds opened new ActivePassive US Equity ETF positions in Q1 2024 and 2 closed out, a net change of +2 holders.
- The largest ActivePassive US Equity ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $128M added.
- The largest ActivePassive US Equity ETF seller in Q1 2024 was HighTower Advisors, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2024.