AAM SLC Low Duration Income ETF
LODI
18 hedge funds and large institutions have $80.4M invested in AAM SLC Low Duration Income ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
38% more funds holding
Funds holding: 13 → 18 (+5)
16% more capital invested
Capital invested by funds: $69.3M → $80.4M (+$11.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.39% less ownership
Funds ownership: 89.42% → 88.02% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.6M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.88M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.03M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$892K |
| 5 |
SWASL
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$493K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.8K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$36.6K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$28.4K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$13K |
LODI Hedge Fund Activity: Q2 2026 in Review
18 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in AAM SLC Low Duration Income ETF (LODI) for Q2 2026, worth a combined $80.4M — up 16% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LODI positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.6M. The largest seller was Osaic Holdings, cutting an estimated $493K.
- 18 institutional investors held AAM SLC Low Duration Income ETF (LODI) as of Q2 2026, up from 13 in Q1 2026.
- Funds reported $80.4M of AAM SLC Low Duration Income ETF stock for Q2 2026, up 16% quarter-over-quarter.
- 6 funds opened new AAM SLC Low Duration Income ETF positions in Q2 2026 and 1 closed out, a net change of +5 holders.
- The largest AAM SLC Low Duration Income ETF buyer in Q2 2026 was LPL Financial, an estimated $5.6M added.
- The largest AAM SLC Low Duration Income ETF seller in Q2 2026 was Osaic Holdings, an estimated $493K sold.
Based on aggregated 13F filings for Q2 2026.