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LODI

AAM SLC Low Duration Income ETF

6 hedge funds and large institutions have $51.6M invested in AAM SLC Low Duration Income ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding

Funds holding: 16 (+5)

3% more capital invested

Capital invested by funds: $50.1M → $51.6M (+$1.42M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.06% less ownership

Funds ownership: 98.52%93.46% (-5.1%)

Holders
6
Holders Change
+5
Holders Change %
+500%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$50.1M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$497K +$498K +19,830 New
Jane Street
3
Jane Street
New York
$394K +$395K +15,711 New
GFG
4
Grantvest Financial Group
New Jersey
$356K +$356K +14,185 New
Osaic Holdings
5
Osaic Holdings
Arizona
$161K +$161K +6,410 New
UBS Group
6
UBS Group
Switzerland
$1.78K +$1.78K +71 New

LODI Hedge Fund Activity: Q1 2025 in Review

6 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q1 2025, worth a combined $51.6M — up 2.8% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LODI positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $498K.

  • 6 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q1 2025, up from 1 in Q4 2024.
  • Funds reported $51.6M of AAM SLC Low Duration Income ETF stock for Q1 2025, up 2.8% quarter-over-quarter.
  • 5 funds opened new AAM SLC Low Duration Income ETF positions in Q1 2025 and 0 closed out, a net change of +5 holders.
  • The largest AAM SLC Low Duration Income ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $498K added.

Based on aggregated 13F filings for Q1 2025.