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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

1.47% more ownership

Funds ownership: 54.96%56.43% (+1.5%)

4% less capital invested

Capital invested by funds: $250M → $239M (-$10.8M)

8% less funds holding

Funds holding: 6661 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

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
-5
Holders Change %
-7.58%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
HB Wealth Management
Georgia
$721K -$101K -5,133 -12%
KPWS
27
Kestra Private Wealth Services
Texas
$709K +$2.62K +133 +0.4%
P
28
&Partners
Tennessee
$590K +$66K +3,356 +12%
HF
29
HRT Financial
New York
$459K +$467K +23,728 New
AAS
30
Ameritas Advisory Services
Nebraska
$448K +$36.8K +1,873 +9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$411K +$417K +21,222 New
CAM
32
Concorde Asset Management
Michigan
$346K +$10.8K +550 +3%
WS
33
Wedbush Securities
California
$310K -$320K -16,250 -50%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$276K +$280K +14,238 New
CFB
35
Cullen/Frost Bankers
Texas
$259K -$105K -5,328 -28%
PTC
36
Private Trust Company
Ohio
$253K
FIA
37
Foundations Investment Advisors
Arizona
$242K +$22.7K +1,153 +10%
Creative Planning
38
Creative Planning
Kansas
$232K -$334 -17 -0.1%
CWM
39
Cornerstone Wealth Management
Missouri
$206K +$210K +10,655 New
UBS Group
40
UBS Group
Switzerland
$192K -$11.3K -572 -5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$136K
SPIA
42
Steward Partners Investment Advisory
New York
$132K -$29.1K -1,479 -18%
ASN
43
Advisory Services Network
Georgia
$103K +$105K +5,330 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$82.6K
PWAM
45
Private Wealth Asset Management
Iowa
$59.2K +$60.2K +3,059 New
WB
46
Webster Bank
Connecticut
$38.3K +$12K +612 +45%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$33.3K
GSEP
48
Golden State Equity Partners
California
$29.6K +$30.1K +1,529 New
FFA
49
Farther Finance Advisors
California
$22.7K -$1.57K -80 -6%
AWM
50
AE Wealth Management
Kansas
$12.4K -$33.6K -1,707 -73%

PFLD Hedge Fund Activity: Q1 2026 in Review

61 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2026, worth a combined $239M — down 4.3% from $250M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PFLD and 12 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 14 added.

The largest buyer was L2 Asset Management, adding an estimated $8.29M. The largest seller was Jane Street, cutting an estimated $5.52M.

  • 61 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $239M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 12 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2026 and 15 closed out, a net change of -3 holders.
  • The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2026 was L2 Asset Management, an estimated $8.29M added.
  • The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2026 was Jane Street, an estimated $5.52M sold.

Based on aggregated 13F filings for Q1 2026.