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AAM Low Duration Preferred and Income Securities ETF

62 hedge funds and large institutions have $270M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

46% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
62
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

Top Buyers

1 +$4.93M
2 +$3.71M
3 +$1.92M
4
Jane Street
Jane Street
New York
+$1.43M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$791K
ABWM
27
Alpine Bank Wealth Management
Colorado
$771K
WS
28
Wedbush Securities
California
$771K
AWM
29
Apollon Wealth Management
South Carolina
$534K
NWMG
30
National Wealth Management Group
Ohio
$532K
AAS
31
Ameritas Advisory Services
Nebraska
$485K
HIP
32
HUB Investment Partners
Texas
$473K
GFPC
33
Global Financial Private Client
Florida
$426K
OPWM
34
Oregon Pacific Wealth Management
Oregon
$384K
JWCA
35
J.W. Cole Advisors
Florida
$372K
Bank of America
36
Bank of America
North Carolina
$361K
CFB
37
Cullen/Frost Bankers
Texas
$346K
Comerica Bank
38
Comerica Bank
Texas
$299K
GIA
39
Gladstone Institutional Advisory
Florida
$296K
CAM
40
Concorde Asset Management
Michigan
$280K
Creative Planning
41
Creative Planning
Kansas
$272K
PAG
42
Private Advisor Group
New Jersey
$255K
PTC
43
Private Trust Company
Ohio
$248K
FIA
44
Foundations Investment Advisors
Arizona
$239K
CA
45
CSM Advisors
Pennsylvania
$236K
HH
46
Hilltop Holdings
Texas
$211K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$205K
SPIA
48
Steward Partners Investment Advisory
New York
$204K
UBS Group
49
UBS Group
Switzerland
$195K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$138K