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AAM Low Duration Preferred and Income Securities ETF

47 hedge funds and large institutions have $126M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
18
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
26
CSM Advisors
Pennsylvania
$527K 25,000
KPWS
27
Kestra Private Wealth Services
Texas
$463K 21,981 +21,981 New
FHA
28
Flagship Harbor Advisors
Massachusetts
$428K 20,340 -4,356 -18%
CWA
29
Core Wealth Advisors
Florida
$401K 19,062 +4,817 +34%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$361K 17,161 +237 +1%
EP
31
Eudaimonia Partners
Tennessee
$326K 15,500 -3,000 -16%
AAS
32
Ameritas Advisory Services
Nebraska
$320K 15,203 -9,126 -38%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$280K 13,287 +672 +5%
JWCA
34
J.W. Cole Advisors
Florida
$276K 13,085 +2,971 +29%
WS
35
Wedbush Securities
California
$273K 12,968 +2,250 +21%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$253K 12,015 -1,200 -9%
SSWM
37
Strait & Sound Wealth Management
California
$204K 9,700 -400 -4%
SPIA
38
Steward Partners Investment Advisory
New York
$173K 8,198
WB
39
Webster Bank
Connecticut
$165K 7,835 -2,936 -27%
HCP
40
Hexagon Capital Partners
Arkansas
$111K 5,260
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$84.2K 4,000
PTC
42
Private Trust Company
Ohio
$82.1K 3,900 +200 +5%
Wells Fargo
43
Wells Fargo
California
$49.4K 2,346
NC
44
NewSquare Capital
Pennsylvania
$15.8K 750 +750 New
NA
45
NewEdge Advisors
Louisiana
$5.94K 282 -27,073 -99%
UBS Group
46
UBS Group
Switzerland
$5.1K 242 -3,142 -93%
DI
47
Disciplined Investments
Oklahoma
$21 1
CAG
48
Curtis Advisory Group
California
-9,894 Closed
RIA
49
Realta Investment Advisors
Delaware
-8,378 Closed
Bank of America
50
Bank of America
North Carolina
-949 Closed