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AAM Low Duration Preferred and Income Securities ETF

44 hedge funds and large institutions have $115M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
18
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$384K 18,340 -8,118 -31%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$362K 17,301 +140 +0.8%
EP
28
Eudaimonia Partners
Tennessee
$343K 16,400 +900 +6%
WS
29
Wedbush Securities
California
$315K 15,043 +2,075 +16%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$279K 13,303 +13,303 New
JWCA
31
J.W. Cole Advisors
Florida
$260K 12,440 -645 -5%
FHA
32
Flagship Harbor Advisors
Massachusetts
$257K 12,287 -8,053 -40%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$193K 9,200 -25,500 -73%
SPIA
34
Steward Partners Investment Advisory
New York
$182K 8,698 +500 +6%
RIA
35
Realta Investment Advisors
Delaware
$150K 7,160 +7,160 New
HCP
36
Hexagon Capital Partners
Arkansas
$110K 5,260
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$83.8K 4,000
PTC
38
Private Trust Company
Ohio
$81.7K 3,900
Wells Fargo
39
Wells Fargo
California
$30.2K 1,443 -903 -38%
CWA
40
Core Wealth Advisors
Florida
$24.8K 1,184 -17,878 -94%
NC
41
NewSquare Capital
Pennsylvania
$15.7K 750
UBS Group
42
UBS Group
Switzerland
$6.14K 293 +51 +21%
NA
43
NewEdge Advisors
Louisiana
$5.84K 279 -3 -1%
DI
44
Disciplined Investments
Oklahoma
$21 1
CWP
45
Cyndeo Wealth Partners
Florida
-657,592 Closed
KPWS
46
Kestra Private Wealth Services
Texas
-21,981 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
-13,287 Closed
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
-12,015 Closed
SSWM
49
Strait & Sound Wealth Management
California
-9,700 Closed
CFGS
50
Concourse Financial Group Securities
Alabama