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AAM Low Duration Preferred and Income Securities ETF
PFLD

Overview Fund Activity

44 hedge funds and large institutions have $76.7M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
17
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.76M
2
CAG
2
Curtis Advisory Group
California
$860K
3
LPL Financial
3
LPL Financial
California
$8.54M
4
CAN
4
Cetera Advisor Networks
California
$6.14M
5
EP
5
Eudaimonia Partners
Tennessee
$420K

Top Sellers

1
KCFA
1
Key Client Fiduciary Advisors
New Jersey
$3.16M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$709K
3
CWA
3
Core Wealth Advisors
Florida
$177K
4
KAS
4
Kestra Advisory Services
Texas
$2.21M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$438K 19,680 +1,475 +8%
EP
27
Eudaimonia Partners
Tennessee
$420K 18,900 +18,900 New
WS
28
Wedbush Securities
California
$333K 14,974 -3,831 -20%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$325K 14,610 +68 +0.5%
AAS
30
Ameritas Advisory Services
Nebraska
$276K 12,398 +12,398 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$265K 11,910 +11,910 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$262K 11,786 +11,786 New
AWA
33
Arkadios Wealth Advisors
Georgia
$249K 11,179 +24 +0.2%
WB
34
Webster Bank
Connecticut
$224K 10,091 +10,091 New
MA
35
MONECO Advisors
Connecticut
$203K 9,131 +9,131 New
JWCA
36
J.W. Cole Advisors
Florida
$202K 9,067 +9,067 New
CWA
37
Core Wealth Advisors
Florida
$177K 7,979 -12,502 -61%
Wells Fargo
38
Wells Fargo
California
$83K 3,746 +3,746 New
PTC
39
Private Trust Company
Ohio
$60K 2,700 +2,700 New
JPLA
40
Joseph P. Lucia & Associates
New York
$18K 800 – –
APA
41
American Portfolios Advisors
New York
$15.6K 700 – –
IA
42
IFP Advisors
Florida
$15K 600 – –
HCP
43
Hexagon Capital Partners
Arkansas
$3K 150 – –
Jane Street
44
Jane Street
New York
– – -8,854 Closed
PFS
45
Prospera Financial Services
Texas
– – -3,000 Closed
PA
46
PSI Advisors
Florida
– – -505 Closed
UBS Group
47
UBS Group
Switzerland
– – -322 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2