ActivePassive US Equity ETFAPUE
APUE
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
39% more funds holding
Funds holding: 31 [Q3] → 43 (+12) [Q4]
13% more capital invested
Capital invested by funds: $1.7B [Q3] → $1.91B (+$217M) [Q4]
10.77% more ownership
Funds ownership: 104.55% [Q3] → 115.32% (+10.77%) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for APUE.
Financial journalist opinion
Neutral
Seeking Alpha
3 months ago
APUE: This Sophisticated ETF Still Has To Prove Itself
APUE blends active and passive management in a broad stock market universe. Fundamental metrics are slightly better than those of the benchmark, but performance is almost identical. The track record of APUE is too short to assess its strategy, but for now, it looks average compared to competitors charging lower fees.
Neutral
ETF Trends
9 months ago
The Hybrid Active Passive ETF You Should Know
The active and passive ETF divide has become more and more important in the investing landscape. With ETFs slowly but surely eating away at mutual funds' popularity, save for retirement funds, the cleavage between active and passive strategies has taken on a bigger role.
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