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ActivePassive US Equity ETF

53 hedge funds and large institutions have $2.2B invested in ActivePassive US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

15% more funds holding

Funds holding: 4653 (+7)

13% more capital invested

Capital invested by funds: $1.95B → $2.2B (+$257M)

0.5% more ownership

Funds ownership: 104.78%105.27% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
24
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.09B +$17M +433,686 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$839M +$58.6M +1,497,960 +8%
LPL Financial
3
LPL Financial
California
$97M +$1.18M +30,104 +1%
PS
4
Principal Securities
Iowa
$48M +$9.76M +249,368 +27%
MML Investors Services
5
MML Investors Services
Massachusetts
$27.7M +$2.88M +73,606 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$18.2M +$19K +485 +0.1%
BRWA
7
B. Riley Wealth Advisors
Florida
$16.5M +$1.98M +50,597 +14%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.63M +$738K +18,854 +9%
P
9
&Partners
Tennessee
$9.35M +$1.5M +38,384 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.96M -$1.46M -37,295 -15%
SWM
11
Spire Wealth Management
Virginia
$6.82M +$1.16M +29,606 +22%
PAS
12
Park Avenue Securities
New York
$6.61M +$1.88M +47,951 +42%
WS
13
Wedbush Securities
California
$3.33M -$31.8K -813 -1%
Mariner
14
Mariner
Kansas
$3.04M -$1.94M -49,555 -40%
WIA
15
World Investment Advisors
California
$2.27M +$743 +19 +0%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.24M +$198K +5,054 +10%
FSA
17
Financial Sense Advisors
California
$1.5M +$8.02K +205 +0.6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.49M +$86.9K +2,221 +6%
MWM
19
Modern Wealth Management
Kansas
$1.08M +$1.03M +26,447 New
Citadel Advisors
20
Citadel Advisors
Florida
$858K +$590K +15,077 +252%
SPC
21
Sigma Planning Corp
Michigan
$781K +$2.94K +75 +0.4%
MFG
22
Merit Financial Group
Georgia
$689K -$2.01M -51,375 -75%
AF
23
Allworth Financial
California
$627K -$164K -4,199 -21%
Principal Financial Group
24
Principal Financial Group
Iowa
$619K +$63.2K +1,614 +12%
Goldman Sachs
25
Goldman Sachs
New York
$550K +$310K +7,935 +143%

APUE Hedge Fund Activity: Q3 2025 in Review

53 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q3 2025, worth a combined $2.2B — up 13% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new APUE positions and 6 closed out — a net gain of 9 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $58.6M. The largest seller was Lion Street Advisors, exiting entirely with an estimated $2.66M sold.

  • 53 institutional investors held ActivePassive US Equity ETF (APUE) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $2.2B of ActivePassive US Equity ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 15 funds opened new ActivePassive US Equity ETF positions in Q3 2025 and 6 closed out, a net change of +9 holders.
  • The largest ActivePassive US Equity ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $58.6M added.
  • The largest ActivePassive US Equity ETF seller in Q3 2025 was Lion Street Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2025.