AAM SLC Low Duration Income ETF
LODI
7 hedge funds and large institutions have $59.6M invested in AAM SLC Low Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
13% more capital invested
Capital invested by funds: $52.6M → $59.6M (+$7M)
0% more funds holding
Funds holding: 7 → 7 (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: 1 | Existing positions closed: 1
3.32% less ownership
Funds ownership: 90.71% → 87.4% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.76M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$295K |
| 3 |
GFG
Grantvest Financial Group
Matawan,
New Jersey
|
+$78.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$404 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$202K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.4K |
LODI Hedge Fund Activity: Q3 2025 in Review
7 of the 7,645 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q3 2025, worth a combined $59.6M — up 13% from $52.6M a quarter earlier.
Fund positioning in LODI was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.76M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $202K sold.
- 7 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $59.6M of AAM SLC Low Duration Income ETF stock for Q3 2025, up 13% quarter-over-quarter.
- 1 fund opened new AAM SLC Low Duration Income ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest AAM SLC Low Duration Income ETF buyer in Q3 2025 was LPL Financial, an estimated $6.76M added.
- The largest AAM SLC Low Duration Income ETF seller in Q3 2025 was Baker Avenue Asset Management, an estimated $202K sold.
Based on aggregated 13F filings for Q3 2025.