AAM SLC Low Duration Income ETF
LODI
6 hedge funds and large institutions have $52.6M invested in AAM SLC Low Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $51.6M → $52.6M (+$1.02M)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2.77% less ownership
Funds ownership: 93.46% → 90.7% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$353K |
| 2 |
LPL Financial
San Diego,
California
|
+$346K |
| 3 |
GFG
Grantvest Financial Group
Matawan,
New Jersey
|
+$238K |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$200K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$394K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLF
1
Sun Life Financial
Toronto,
Ontario, Canada
| $50.4M | – | – | – |
|
|
GFG
2
Grantvest Financial Group
Matawan,
New Jersey
| $598K | +$238K | +9,533 | +67% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $517K | +$353K | +14,109 | +220% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $503K | +$3.23K | +129 | +0.7% |
|
|
5
LPL Financial
San Diego,
California
| $348K | +$346K | +13,819 | New |
|
|
BAAM
6
Baker Avenue Asset Management
San Francisco,
California
| $202K | +$200K | +8,000 | New |
|
|
7
Jane Street
New York
| – | -$394K | -15,711 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$1.78K | -71 | Closed |
|
LODI Hedge Fund Activity: Q2 2025 in Review
6 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q2 2025, worth a combined $52.6M — up 2% from $51.6M a quarter earlier.
Fund positioning in LODI was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $353K. The largest seller was Jane Street, exiting entirely with an estimated $394K sold.
- 6 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $52.6M of AAM SLC Low Duration Income ETF stock for Q2 2025, up 2% quarter-over-quarter.
- 2 funds opened new AAM SLC Low Duration Income ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest AAM SLC Low Duration Income ETF buyer in Q2 2025 was Osaic Holdings, an estimated $353K added.
- The largest AAM SLC Low Duration Income ETF seller in Q2 2025 was Jane Street, an estimated $394K sold.
Based on aggregated 13F filings for Q2 2025.