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AAM Low Duration Preferred and Income Securities ETF

63 hedge funds and large institutions have $277M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 5,158,182 -522,937 -9%
Wells Fargo
2
Wells Fargo
California
$52M 2,651,784 +381,680 +17%
LPL Financial
3
LPL Financial
California
$23.5M 1,195,922 -46,064 -4%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.2M 671,076 +890 +0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$11.5M 585,692 -272 -0%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.54M 366,927 +39,261 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.96M 354,838 -73,822 -17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.64M 287,444 -13,223 -4%
SIS
9
Sound Income Strategies
Florida
$5.06M 258,113 -2,414 -0.9%
AWM
10
AllSquare Wealth Management
New York
$3.79M 193,375 -3,033 -2%
Stifel Financial
11
Stifel Financial
Missouri
$3.34M 170,215 -114,836 -40%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.26M 166,055 +1,029 +0.6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.22M 164,770 +73,138 +80%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.1M 158,268 -14,799 -9%
CAG
15
Curtis Advisory Group
California
$2.64M 134,624
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M 124,848 +9,193 +8%
BFG
17
Bleakley Financial Group
New Jersey
$2.4M 122,398 +18,464 +18%
AAS
18
Avantax Advisory Services
Texas
$2.29M 116,691 -9,552 -8%
GAM
19
Gotham Asset Management
New York
$2.23M 113,924 +53,837 +90%
Mariner
20
Mariner
Kansas
$2.03M 103,553 +11,100 +12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.75M 89,316 +3,916 +5%
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$1.65M 83,901 +117 +0.1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M 77,173 +10,665 +16%
KAS
24
Kestra Advisory Services
Texas
$1.45M 73,866 +13,829 +23%
CAS
25
Coppell Advisory Solutions
Texas
$1.08M 54,875 -20,899 -28%