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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 %
IA
26
IFP Advisors
Florida
$955K 48,686 +400 +0.8%
UBS Group
27
UBS Group
Switzerland
$942K 48,041 +48,041 New
KPWS
28
Kestra Private Wealth Services
Texas
$849K 43,307 +15,834 +58%
WS
29
Wedbush Securities
California
$776K 39,575 +4,150 +12%
AWM
30
Apollon Wealth Management
South Carolina
$710K 36,224 +806 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$545K 27,813 +27,813 New
AAS
32
Ameritas Advisory Services
Nebraska
$527K 26,883 +4,220 +19%
CA
33
CSM Advisors
Pennsylvania
$490K 25,000
JWCA
34
J.W. Cole Advisors
Florida
$471K 24,038 -1,536 -6%
HIP
35
HUB Investment Partners
Texas
$471K 24,012 +144 +0.6%
GFPC
36
Global Financial Private Client
Florida
$436K 22,212 +22,212 New
PS
37
Principal Securities
Iowa
$409K 20,867 +6,407 +44%
Goldman Sachs
38
Goldman Sachs
New York
$408K 20,808 +20,808 New
OPWM
39
Oregon Pacific Wealth Management
Oregon
$372K 18,985 -680 -3%
Creative Planning
40
Creative Planning
Kansas
$329K 16,800
AWS
41
Atria Wealth Solutions
New York
$314K 15,903 -2,368 -13%
GIA
42
Gladstone Institutional Advisory
Florida
$313K 15,981 -37,129 -70%
SPIA
43
Steward Partners Investment Advisory
New York
$302K 15,404 -377 -2%
Comerica Bank
44
Comerica Bank
Texas
$292K 14,901 -3,134 -17%
IWC
45
Integrated Wealth Concepts
Massachusetts
$277K 14,124 +124 +0.9%
PTC
46
Private Trust Company
Ohio
$262K 13,369 +500 +4%
CWM
47
Cornerstone Wealth Management
Missouri
$240K 12,250 -1,504 -11%
HH
48
Hilltop Holdings
Texas
$230K 11,752 +141 +1%
FIA
49
Foundations Investment Advisors
Arizona
$221K 11,253 +11,253 New
PAG
50
Private Advisor Group
New Jersey
$217K 11,061 -5,823 -34%