AAM SLC Low Duration Income ETF
LODI
13 hedge funds and large institutions have $69.3M invested in AAM SLC Low Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
86% more funds holding
Funds holding: 7 → 13 (+6)
15% more capital invested
Capital invested by funds: $60.4M → $69.3M (+$8.9M)
6.23% more ownership
Funds ownership: 83.19% → 89.42% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.56M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$473K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$336K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$294K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$122K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.8K |
LODI Hedge Fund Activity: Q1 2026 in Review
13 of the 8,206 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q1 2026, worth a combined $69.3M — up 15% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LODI positions and 1 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $122K sold.
- 13 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q1 2026, up from 7 in Q4 2025.
- Funds reported $69.3M of AAM SLC Low Duration Income ETF stock for Q1 2026, up 15% quarter-over-quarter.
- 7 funds opened new AAM SLC Low Duration Income ETF positions in Q1 2026 and 1 closed out, a net change of +6 holders.
- The largest AAM SLC Low Duration Income ETF buyer in Q1 2026 was LPL Financial, an estimated $1.56M added.
- The largest AAM SLC Low Duration Income ETF seller in Q1 2026 was Kestra Advisory Services, an estimated $122K sold.
Based on aggregated 13F filings for Q1 2026.