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ActivePassive US Equity ETF
APUE

Overview Fund Activity

43 hedge funds and large institutions have $1.91B invested in ActivePassive US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+12
Holders Change %
+38.71%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$601M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.5M
3
SWM
3
Spire Wealth Management
Virginia
$6.73M
4
Mariner
4
Mariner
Kansas
$7.13M
5
PS
5
Principal Securities
Iowa
$18.6M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.15B
2
AWS
2
Atria Wealth Solutions
New York
$34.9M
3
Jane Street
3
Jane Street
New York
$307K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.77M
5
LPL Financial
5
LPL Financial
California
$29.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.15B 32,186,775 -1,292,792 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$601M 16,813,228 +5,816,259 +53%
AWS
3
Atria Wealth Solutions
New York
$34.9M 975,983 -140,080 -13%
LPL Financial
4
LPL Financial
California
$29.9M 835,102 -21,725 -3%
PS
5
Principal Securities
Iowa
$18.6M 519,300 +163,634 +46%
MML Investors Services
6
MML Investors Services
Massachusetts
$13.7M 382,765 +55,642 +17%
BRWA
7
B. Riley Wealth Advisors
Florida
$11.7M 326,602 +7,226 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.5M 320,912 +312,976 +3,944%
Mariner
9
Mariner
Kansas
$7.13M 199,400 +187,033 +1,512%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.77M 189,203 -31,604 -14%
SWM
11
Spire Wealth Management
Virginia
$6.73M 188,215 +188,215 New
P
12
&Partners
Tennessee
$4.77M 131,896 +66,352 +101%
CFGS
13
Concourse Financial Group Securities
Alabama
$2.24M 60,352 +28,158 +87%
WIA
14
World Investment Advisors
California
$2.18M 60,850 -874 -1%
FSA
15
Financial Sense Advisors
California
$2.01M 56,166 -1,118 -2%
LSA
16
Lion Street Advisors
Texas
$1.75M 48,845 +21,376 +78%
WS
17
Wedbush Securities
California
$1.13M 31,474 +31,474 New
AF
18
Allworth Financial
California
$1.05M 28,232 +28,232 New
PAS
19
Park Avenue Securities
New York
$781K 21,835 +21,835 New
GWM
20
Geneos Wealth Management
Colorado
$750K 20,973 +20,973 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$649K 18,135 +18,135 New
FHA
22
First Horizon Advisors
Tennessee
$555K 15,508 -5,131 -25%
Morgan Stanley
23
Morgan Stanley
New York
$448K 12,534 – –
SPC
24
Sigma Planning Corp
Michigan
$439K 12,282 +893 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$417K 11,666 +2,632 +29%
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