We are live on ! Find out more
APUE icon

ActivePassive US Equity ETF

40 hedge funds and large institutions have $1.7B invested in ActivePassive US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4440 (-4)

10.44% less ownership

Funds ownership: 115.33%104.89% (-10%)

11% less capital invested

Capital invested by funds: $1.92B → $1.7B (-$212M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
15
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$944M -$157M -4,393,239 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$611M +$41.4M +1,155,405 +7%
AWS
3
Atria Wealth Solutions
New York
$33.8M +$688K +19,224 +2%
LPL Financial
4
LPL Financial
California
$26.8M -$1.68M -46,891 -6%
PS
5
Principal Securities
Iowa
$18.6M
MML Investors Services
6
MML Investors Services
Massachusetts
$15M +$2.08M +57,989 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M -$610K -17,034 -5%
P
8
&Partners
Tennessee
$6.55M +$2.17M +60,659 +46%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.35M +$6.69M +186,860 New
SWM
10
Spire Wealth Management
Virginia
$6.17M -$238K -6,656 -4%
Mariner
11
Mariner
Kansas
$4.84M -$2.04M -56,932 -29%
PAS
12
Park Avenue Securities
New York
$2.12M +$1.46M +40,654 +186%
WIA
13
World Investment Advisors
California
$2.06M -$12.5K -349 -0.6%
WS
14
Wedbush Securities
California
$1.99M +$972K +27,136 +86%
FSA
15
Financial Sense Advisors
California
$1.89M -$21K -586 -1%
LSA
16
Lion Street Advisors
Texas
$1.61M -$56.7K -1,582 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.24M -$5.47M -152,621 -81%
UBS Group
18
UBS Group
Switzerland
$1.1M +$1.01M +28,268 +672%
KIM
19
Kestra Investment Management
Texas
$815K +$859K +23,974 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$794K +$419K +11,696 +100%
AF
21
Allworth Financial
California
$743K -$212K -5,912 -21%
Jane Street
22
Jane Street
New York
$712K +$443K +12,381 +144%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$658K +$333K +9,288 +92%
SPC
24
Sigma Planning Corp
Michigan
$565K +$155K +4,339 +35%
Morgan Stanley
25
Morgan Stanley
New York
$565K +$146K +4,084 +33%

APUE Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q1 2025, worth a combined $1.7B — down 11% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of APUE and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Envestnet Asset Management, adding an estimated $41.4M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $157M.

  • 40 institutional investors held ActivePassive US Equity ETF (APUE) as of Q1 2025, down from 44 in Q4 2024.
  • Funds reported $1.7B of ActivePassive US Equity ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new ActivePassive US Equity ETF positions in Q1 2025 and 8 closed out, a net change of -1 holder.
  • The largest ActivePassive US Equity ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $41.4M added.
  • The largest ActivePassive US Equity ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2025.