AAM Low Duration Preferred and Income Securities ETF
PFLD
27 hedge funds and large institutions have $30.4M invested in AAM Low Duration Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,200% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
125% more capital invested
Capital invested by funds: $13.5M → $30.4M (+$16.9M)
42% more funds holding
Funds holding: 19 → 27 (+8)
5.55% more ownership
Funds ownership: 31.31% → 36.86% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$2.95M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.17M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.75M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.37M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$27K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$12.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APWA
26
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $6K | +$6.35K | +251 | New |
|
|
GTAM
27
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$27K | -1,075 | Closed |
|
28
Truist Financial
Charlotte,
North Carolina
| – | +$475K | +18,779 | New |
|
PFLD Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q3 2021, worth a combined $30.4M — up 125% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFLD positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 1 trimmed.
The largest buyer was AllSquare Wealth Management, adding an estimated $2.95M. The largest seller was Global Trust Asset Management, exiting entirely with an estimated $27K sold.
- 27 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q3 2021, up from 19 in Q2 2021.
- Funds reported $30.4M of AAM Low Duration Preferred and Income Securities ETF stock for Q3 2021, up 125% quarter-over-quarter.
- 10 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q3 2021 and 2 closed out, a net change of +8 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q3 2021 was AllSquare Wealth Management, an estimated $2.95M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q3 2021 was Global Trust Asset Management, an estimated $27K sold.
Based on aggregated 13F filings for Q3 2021.