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ActivePassive US Equity ETF

54 hedge funds and large institutions have $2.34B invested in ActivePassive US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $2.2B → $2.34B (+$131M)

2.98% more ownership

Funds ownership: 105.27%108.25% (+3%)

2% more funds holding

Funds holding: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
20
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.12B +$978K +23,630 +0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$940M +$82.3M +1,988,547 +10%
LPL Financial
3
LPL Financial
California
$90.5M -$8.51M -205,667 -9%
PS
4
Principal Securities
Iowa
$54.2M +$5.21M +125,821 +11%
MML Investors Services
5
MML Investors Services
Massachusetts
$32.9M +$4.5M +108,776 +16%
BRWA
6
B. Riley Wealth Advisors
Florida
$18.7M +$1.8M +43,562 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.2M -$434K -10,492 -2%
P
8
&Partners
Tennessee
$16.7M +$7.14M +172,468 +76%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$12.2M +$2.37M +57,174 +24%
SWM
10
Spire Wealth Management
Virginia
$7.54M +$564K +13,625 +8%
WIA
11
World Investment Advisors
California
$3.9M +$1.57M +37,963 +68%
WS
12
Wedbush Securities
California
$3.38M -$22.5K -545 -0.7%
Mariner
13
Mariner
Kansas
$2.49M -$621K -15,001 -20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.66M +$138K +3,331 +9%
FSA
15
Financial Sense Advisors
California
$1.57M +$36K +871 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$1.48M +$600K +14,502 +69%
NA
17
NewEdge Advisors
Louisiana
$1.22M +$1.14M +27,525 +1,623%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$942K -$8.15M -197,045 -90%
SPC
19
Sigma Planning Corp
Michigan
$875K +$75.9K +1,835 +10%
MWM
20
Modern Wealth Management
Kansas
$823K -$277K -6,688 -25%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$786K -$1.49M -35,986 -66%
MFG
22
Merit Financial Group
Georgia
$655K -$48.2K -1,165 -7%
Principal Financial Group
23
Principal Financial Group
Iowa
$636K +$6.41K +155 +1%
CAM
24
Capital Asset Management
Colorado
$621K +$616K +14,896 New
AF
25
Allworth Financial
California
$603K -$37.6K -909 -6%

APUE Hedge Fund Activity: Q4 2025 in Review

54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ActivePassive US Equity ETF (APUE) for Q4 2025, worth a combined $2.34B — up 6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new APUE positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $82.3M. The largest seller was LPL Financial, cutting an estimated $8.51M.

  • 54 institutional investors held ActivePassive US Equity ETF (APUE) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $2.34B of ActivePassive US Equity ETF stock for Q4 2025, up 6% quarter-over-quarter.
  • 8 funds opened new ActivePassive US Equity ETF positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest ActivePassive US Equity ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $82.3M added.
  • The largest ActivePassive US Equity ETF seller in Q4 2025 was LPL Financial, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2025.