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ActivePassive US Equity ETF

46 hedge funds and large institutions have $1.95B invested in ActivePassive US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

15% more funds holding

Funds holding: 4046 (+6)

14% more capital invested

Capital invested by funds: $1.7B → $1.95B (+$244M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 104.89%104.78% (-0.12%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$990M -$50.7M -1,458,702 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$717M +$38.6M +1,111,493 +6%
LPL Financial
3
LPL Financial
California
$88.3M +$54.2M +1,559,776 +198%
PS
4
Principal Securities
Iowa
$34.8M +$14.1M +407,397 +78%
MML Investors Services
5
MML Investors Services
Massachusetts
$22.8M +$5.75M +165,700 +38%
Osaic Holdings
6
Osaic Holdings
Arizona
$16.8M +$14.2M +410,125 +1,121%
BRWA
7
B. Riley Wealth Advisors
Florida
$13.3M +$12.3M +354,917 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.66M -$1.63M -46,938 -15%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.18M +$1.06M +30,543 +16%
P
10
&Partners
Tennessee
$7.13M -$98.8K -2,844 -1%
SWM
11
Spire Wealth Management
Virginia
$5.18M -$1.52M -43,883 -24%
Mariner
12
Mariner
Kansas
$4.67M -$634K -18,249 -13%
PAS
13
Park Avenue Securities
New York
$4.29M +$1.79M +51,560 +83%
WS
14
Wedbush Securities
California
$3.1M +$832K +23,952 +41%
AWS
15
Atria Wealth Solutions
New York
$2.92M -$31.9M -917,670 -92%
LSA
16
Lion Street Advisors
Texas
$2.66M +$819K +23,584 +50%
MFG
17
Merit Financial Group
Georgia
$2.57M +$2.37M +68,259 New
WIA
18
World Investment Advisors
California
$2.09M -$171K -4,926 -8%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.87M +$1.06M +30,444 +157%
FSA
20
Financial Sense Advisors
California
$1.37M -$660K -19,017 -34%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.29M +$380K +10,942 +47%
KIM
22
Kestra Investment Management
Texas
$815K
AF
23
Allworth Financial
California
$736K -$95.6K -2,752 -12%
SPC
24
Sigma Planning Corp
Michigan
$718K +$85.4K +2,460 +15%
FHA
25
First Horizon Advisors
Tennessee
$526K -$65.7K -1,891 -12%

APUE Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q2 2025, worth a combined $1.95B — up 14% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new APUE positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.2M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $50.7M.

  • 46 institutional investors held ActivePassive US Equity ETF (APUE) as of Q2 2025, up from 40 in Q1 2025.
  • Funds reported $1.95B of ActivePassive US Equity ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 10 funds opened new ActivePassive US Equity ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest ActivePassive US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $54.2M added.
  • The largest ActivePassive US Equity ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $50.7M sold.

Based on aggregated 13F filings for Q2 2025.