ActivePassive US Equity ETF
APUE
46 hedge funds and large institutions have $1.92B invested in ActivePassive US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
328% more capital inflows, than outflows
Capital inflows: $254M | Capital outflows: $59.4M
39% more funds holding
Funds holding: 33 → 46 (+13)
11.68% more ownership
Funds ownership: 104.58% → 116.26% (+12%)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$211M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.3M |
| 3 |
Spire Wealth Management
Mclean,
Virginia
|
+$6.81M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$6.77M |
| 5 |
Principal Securities
Des Moines,
Iowa
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$46.8M |
| 2 |
Atria Wealth Solutions
New York
|
-$5.07M |
| 3 |
Jane Street
New York
|
-$3.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.14M |
| 5 |
LPL Financial
San Diego,
California
|
-$787K |
APUE Hedge Fund Activity: Q4 2024 in Review
46 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q4 2024, worth a combined $1.92B — up 13% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new APUE positions and 3 closed out — a net gain of 13 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $211M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $46.8M.
- 46 institutional investors held ActivePassive US Equity ETF (APUE) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $1.92B of ActivePassive US Equity ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 16 funds opened new ActivePassive US Equity ETF positions in Q4 2024 and 3 closed out, a net change of +13 holders.
- The largest ActivePassive US Equity ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $211M added.
- The largest ActivePassive US Equity ETF seller in Q4 2024 was Envestnet Portfolio Solutions, an estimated $46.8M sold.
Based on aggregated 13F filings for Q4 2024.