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AAM Low Duration Preferred and Income Securities ETF

61 hedge funds and large institutions have $239M invested in AAM Low Duration Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
HB Wealth Management
Georgia
$721K
KPWS
27
Kestra Private Wealth Services
Texas
$709K
P
28
&Partners
Tennessee
$590K
HF
29
HRT Financial
New York
$459K
AAS
30
Ameritas Advisory Services
Nebraska
$448K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$411K
CAM
32
Concorde Asset Management
Michigan
$346K
WS
33
Wedbush Securities
California
$310K
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$276K
CFB
35
Cullen/Frost Bankers
Texas
$259K
PTC
36
Private Trust Company
Ohio
$253K
FIA
37
Foundations Investment Advisors
Arizona
$242K
Creative Planning
38
Creative Planning
Kansas
$232K
CWM
39
Cornerstone Wealth Management
Missouri
$206K
UBS Group
40
UBS Group
Switzerland
$192K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$136K
SPIA
42
Steward Partners Investment Advisory
New York
$132K
ASN
43
Advisory Services Network
Georgia
$103K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$82.6K
PWAM
45
Private Wealth Asset Management
Iowa
$59.2K
WB
46
Webster Bank
Connecticut
$38.3K
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$33.3K
GSEP
48
Golden State Equity Partners
California
$29.6K
FFA
49
Farther Finance Advisors
California
$22.7K
AWM
50
AE Wealth Management
Kansas
$12.4K