APMU

Activepassive Interm Muni Bd

+$19.3M

Net Activity

Institutions Holding

22

Popularity Rank

#7990

Avg Weight

0.05%

Total Value

$244.3M

Ownership Trend

22 institutions currently hold APMU, with 12 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$124.8M
EP
Envestnet Portfolio Solutions, Inc.
$76.9M
LF
LPL Financial LLC
$11.3M
PS
Principal Securities, INC.
$10.3M
PA
Park Avenue Securities LLC
$4.9M

Top 5 by Conviction

EP
Envestnet Portfolio Solutions, Inc.
0.43%
RW
Resolute Wealth Advisor, INC.
0.18%
PS
Principal Securities, INC.
0.15%
BR
B. Riley Wealth Advisors, Inc.
0.15%
FS
Financial Sense Advisors, Inc.
0.06%
View all 22 holding institutions

Quarterly Activity

Recent Activity

+$163.4M

Total Buy Value

$86.8M

Total Sell Value

New buy3
Trim7
Add9
Sold out3

12

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ACTIVEPASSIVE INTERM MUNI BD (APMU)?
Major stakeholders currently include Envestnet Asset Management INC ($124.8M), Envestnet Portfolio Solutions, Inc. ($76.9M), LPL Financial LLC ($11.3M). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in APMU.
What is the overall institutional sentiment toward APMU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $19.3M, driven by 12 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their APMU positions?
In the latest period, 7 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $86.8M.
Are there any notable investors adding APMU to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $163.4M.

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