AAM SLC Low Duration Income ETF
LODI
6 hedge funds and large institutions have $60.4M invested in AAM SLC Low Duration Income ETF in 2025 Q4 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
1% more capital invested
Capital invested by funds: $59.6M → $60.4M (+$809K)
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
4.22% less ownership
Funds ownership: 87.38% → 83.16% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$403K |
| 2 |
GFG
Grantvest Financial Group
Matawan,
New Jersey
|
+$354K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$122K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$111K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$404 |
| 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
| $7.51M | +$403K | +15,923 | +6% |
|
|
GFG
3
Grantvest Financial Group
Matawan,
New Jersey
| $1.03M | +$354K | +14,000 | +52% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $702K | -$111K | -4,387 | -14% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $510K | +$31K | +1,226 | +6% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $122K | +$122K | +4,839 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | -$404 | -16 | Closed |
|
LODI Hedge Fund Activity: Q4 2025 in Review
6 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q4 2025, worth a combined $60.4M — up 1.4% from $59.6M a quarter earlier.
Fund positioning in LODI was balanced in Q4 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 $403K. The largest seller was Osaic Holdings, cutting an estimated $111K.
- 6 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $60.4M of AAM SLC Low Duration Income ETF stock for Q4 2025, up 1.4% quarter-over-quarter.
- 1 fund opened new AAM SLC Low Duration Income ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest AAM SLC Low Duration Income ETF buyer in Q4 2025 was LPL Financial, an estimated $403K added.
- The largest AAM SLC Low Duration Income ETF seller in Q4 2025 was Osaic Holdings, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2025.