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LODI

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 8 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

117% more funds holding

Funds holding: 6 → 13 (+7)

15% more capital invested

Capital invested by funds: $60.4M → $69.3M (+$8.91M)

6.25% more ownership

Funds ownership: 83.16% → 89.42% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
13
Holders Change
+7
Holders Change %
+116.67%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.56M
2
IFG
Independent Financial Group
California
+$473K
3
PAG
Private Advisor Group
New Jersey
+$336K
4
WIA
World Investment Advisors
California
+$294K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$248K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$122K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$28.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$50.4M – – –
LPL Financial
2
LPL Financial
California
$9.04M +$1.56M +61,419 +21%
SWASL
3
Spartan Wealth Advisory Services LLC
Michigan
$5.84M +$5.87M +231,725 New
GFG
4
Grantvest Financial Group
New Jersey
$1.17M +$140K +5,529 +14%
Osaic Holdings
5
Osaic Holdings
Arizona
$732K +$31.5K +1,243 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$481K -$28.8K -1,135 -6%
IFG
7
Independent Financial Group
California
$470K +$473K +18,667 New
PAG
8
Private Advisor Group
New Jersey
$335K +$336K +13,279 New
WIA
9
World Investment Advisors
California
$293K +$294K +11,616 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$247K +$248K +9,787 New
KPWS
11
Kestra Private Wealth Services
Texas
$232K +$233K +9,213 New
AAS
12
Ameritas Advisory Services
Nebraska
$36.6K +$36.8K +1,453 New
AAM
13
Advisors Asset Management
Colorado
$16K +$16.1K +635 New
KAS
14
Kestra Advisory Services
Texas
– -$122K -4,839 Closed

LODI Hedge Fund Activity: Q1 2026 in Review

13 of the 8,127 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: 8 funds opened new LODI positions and 1 closed out — a net gain of 7 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 6 in Q4 2025.
  • Funds reported $69.3M of AAM SLC Low Duration Income ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 8 funds opened new AAM SLC Low Duration Income ETF positions in Q1 2026 and 1 closed out, a net change of +7 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.