ActivePassive U.S. Equity
APUE • ARCA
ActivePassive U.S. Equity is an exchange-traded fund on ARCA. As of Q3 2025, 52 institutional investors hold shares in this ETF, with total holdings valued at $2.2B. Envestnet Portfolio Solutions, Inc. is the largest holder with a position valued at $1.1B.
Overview
Overview of institutional ownership in APUE as of Q3 2025
All Institutions
- Institutions
- 52
- Value Held
- $2.2B
- Shares Held
- 54.0M
- Avg Position
- $42.4M
- Median Position
- $479.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $858.5K
- Shares Held
- 21.1K
- Avg Position
- $858.5K
- Median Position
- $858.5K
Biggest Investors
Institutions with the largest positions in APUE as of Q3 2025
| Institution | Position Value |
|---|---|
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $1.1B 4.07% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $839.2M 0.25% of portfolio |
L LPL Financial LLC Institution | $97.0M 0.03% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $48.0M 0.81% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $27.7M 0.08% of portfolio |
A Advisor Group Holdings, Inc. Institution | $18.2M 0.03% of portfolio |
 National Asset Management, Inc. RIA/Wealth | $16.5M 0.80% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $9.6M 0.01% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $9.3M 0.06% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $9.0M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for APUE in Q3 2025
- Traded
- +$96.7M
- Buyers
- 38
- Sellers
- 17
- Total Bought
- +$106.5M
- Total Sold
- −$9.8M
- Avg Position
- $38.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$61.1M +1.5M shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | +$17.7M +433.7K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$10.2M +249.4K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$3.0M +73.6K shares |
National Asset Management, Inc. RIA/Wealth | +$2.1M +50.6K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | +$2.0M +48.0K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$1.6M +38.4K shares |
L LPL Financial LLC Institution | +$1.2M +30.1K shares |
 Spire Wealth Management RIA/Wealth | +$1.2M +29.6K shares |
 Modern Wealth Management, LLC RIA/Wealth | +$1.1M +26.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L Lion Street Advisors, LLC RIA/Wealth | −$2.7M −70.8K shares |
 Merit Financial Group, LLC RIA/Wealth | −$2.1M −51.4K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$2.0M −49.6K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.5M −37.3K shares |
 Kestra Investment Management, LLC Long Only Manager | −$814.6K −24.0K shares |
 Hanson McClain, Inc. RIA/Wealth | −$171.2K −4.2K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$157.8K −4.2K shares |
 AE Wealth Management LLC RIA/Wealth | −$155.0K −4.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$72.8K −1.9K shares |
 MORGAN STANLEY RIA/Wealth | −$40.0K −980.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited APUE in Q3 2025
- New Positions
- 11
- New Value
- $3.3M
- Exited Positions
- 6
- Exited Value
- $3.9M
New Positions
| Institution | Position Value |
|---|---|
Modern Wealth Management, LLC RIA/Wealth | $1.1M 26.4K shares |
H HRT FINANCIAL LLC Institution | $311.5K 7.6K shares |
 Vivid Wealth Management, LLC RIA/Wealth | $253.6K 6.2K shares |
 Spinnaker Investment Group, LLC RIA/Wealth | $244.5K 6.0K shares |
QRG CAPITAL MANAGEMENT, INC. Long Only Manager | $244.4K 6.0K shares |
 Financial Services Advisory Inc RIA/Wealth | $240.7K 5.9K shares |
$231.9K 5.7K shares | |
 We Are One Seven, LLC RIA/Wealth | $223.5K 5.5K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | $218.8K 5.4K shares |
 Guidance Point Advisors, LLC RIA/Wealth | $205.3K 5.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L Lion Street Advisors, LLC RIA/Wealth | $2.7M 70.8K shares |
Kestra Investment Management, LLC Long Only Manager | $814.6K 24.0K shares |
Geneos Wealth Management Inc. RIA/Wealth | $157.8K 4.2K shares |
AE Wealth Management LLC RIA/Wealth | $155.0K 4.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $72.8K 1.9K shares |
 Fortitude Family Office, LLC Family Office | $12.6K 335.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in APUE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with APUE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Envestnet Portfolio Solutions, Inc. Long Only Manager | 4.07% $1.1B |
PRINCIPAL SECURITIES, INC. RIA/Wealth | 0.81% $48.0M |
National Asset Management, Inc. RIA/Wealth | 0.80% $16.5M |
 Puplava Financial Services, Inc. RIA/Wealth | 0.32% $1.5M |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.25% $839.2M |
Spire Wealth Management RIA/Wealth | 0.23% $6.8M |
 SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | 0.12% $403.7K |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | 0.12% $3.3M |
Vivid Wealth Management, LLC RIA/Wealth | 0.10% $253.6K |
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | 0.09% $218.8K |
Hedge Fund Spotlight
Discover hedge funds investing in APUE
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in ActivePassive U.S. Equity
- Market Value
- $858.5K
- Shares Held
- 21.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
