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ActivePassive US Equity ETF

39 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, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.53%
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
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$944M -$149M -4,393,239 -14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$611M +$39.3M +1,155,405 +7%
AWS
3
Atria Wealth Solutions
New York
$33.8M +$653K +19,224 +2%
LPL Financial
4
LPL Financial
California
$26.8M -$1.59M -46,891 -6%
PS
5
Principal Securities
Iowa
$18.6M
MML Investors Services
6
MML Investors Services
Massachusetts
$15M +$1.97M +57,989 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M -$579K -17,034 -5%
P
8
&Partners
Tennessee
$6.55M +$2.06M +60,659 +46%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.35M +$6.35M +186,860 New
SWM
10
Spire Wealth Management
Virginia
$6.17M -$226K -6,656 -4%
Mariner
11
Mariner
Kansas
$4.84M -$1.93M -56,932 -29%
PAS
12
Park Avenue Securities
New York
$2.12M +$1.38M +40,654 +186%
WIA
13
World Investment Advisors
California
$2.06M -$11.9K -349 -0.6%
WS
14
Wedbush Securities
California
$1.99M +$922K +27,136 +86%
FSA
15
Financial Sense Advisors
California
$1.89M -$19.9K -586 -1%
LSA
16
Lion Street Advisors
Texas
$1.61M -$53.8K -1,582 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.24M -$5.19M -152,621 -81%
UBS Group
18
UBS Group
Switzerland
$1.1M +$961K +28,268 +672%
KIM
19
Kestra Investment Management
Texas
$815K +$815K +23,974 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$794K +$398K +11,696 +100%
AF
21
Allworth Financial
California
$743K -$197K -5,912 -21%
Jane Street
22
Jane Street
New York
$712K +$421K +12,381 +144%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$658K +$316K +9,288 +92%
SPC
24
Sigma Planning Corp
Michigan
$565K +$147K +4,339 +35%
Morgan Stanley
25
Morgan Stanley
New York
$565K +$139K +4,084 +33%