AAM SLC Low Duration Income ETF
LODI
6 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: 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: 1 | Existing positions closed: 1
3.31% less ownership
Funds ownership: 90.7% → 87.38% (-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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLF
1
Sun Life Financial
Toronto,
Ontario, Canada
| $50.5M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $7.1M | +$6.76M | +267,511 | +1,936% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $813K | +$295K | +11,675 | +57% |
|
|
GFG
4
Grantvest Financial Group
Matawan,
New Jersey
| $677K | +$78.5K | +3,107 | +13% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $479K | -$24.4K | -967 | -5% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $404 | +$404 | +16 | New |
|
|
BAAM
7
Baker Avenue Asset Management
San Francisco,
California
| – | -$202K | -8,000 | Closed |
|
LODI Hedge Fund Activity: Q3 2025 in Review
6 of the 7,631 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.
- 6 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.