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ActivePassive US Equity ETF

54 hedge funds and large institutions have $2.3B invested in ActivePassive US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 5454 (0)

2% less capital invested

Capital invested by funds: $2.34B → $2.3B (-$38.1M)

2.23% less ownership

Funds ownership: 108.25%106.03% (-2.2%)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
6
Increased
23
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.02B +$117M +2,809,729 +12%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$999M -$78.2M -1,875,651 -7%
LPL Financial
3
LPL Financial
California
$78.5M -$8.89M -213,074 -10%
PS
4
Principal Securities
Iowa
$54.9M +$2.8M +67,089 +5%
MML Investors Services
5
MML Investors Services
Massachusetts
$35.2M +$3.73M +89,488 +11%
P
6
&Partners
Tennessee
$18M +$2.01M +48,103 +12%
BRWA
7
B. Riley Wealth Advisors
Florida
$16.7M -$786K -18,836 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.1M -$1.43M -34,256 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.6M +$1.9M +45,539 +16%
RWA
10
Resolute Wealth Advisor
Ohio
$10.9M +$11.3M +271,164 New
SWM
11
Spire Wealth Management
Virginia
$6.72M -$548K -13,139 -7%
FFA
12
Farther Finance Advisors
California
$4.9M +$5.07M +121,488 New
WIA
13
World Investment Advisors
California
$3.71M -$40K -958 -1%
WS
14
Wedbush Securities
California
$3.66M +$418K +10,019 +12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.6M +$2.09K +50 +0.1%
FSA
16
Financial Sense Advisors
California
$1.51M -$1.29K -31 -0.1%
Mariner
17
Mariner
Kansas
$1.26M -$1.18M -28,250 -47%
NA
18
NewEdge Advisors
Louisiana
$1.17M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$972K +$68.7K +1,646 +7%
Morgan Stanley
20
Morgan Stanley
New York
$930K +$475K +11,393 +96%
KAS
21
Kestra Advisory Services
Texas
$862K +$343K +8,217 +62%
SPC
22
Sigma Planning Corp
Michigan
$861K +$20.9K +502 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$789K -$662K -15,859 -45%
Principal Financial Group
24
Principal Financial Group
Iowa
$645K +$34.9K +837 +5%
QCM
25
QRG Capital Management
Illinois
$606K +$226K +5,427 +56%