PFLD icon

AAM Low Duration Preferred and Income Securities ETF

43 hedge funds and large institutions have $127M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$484K 24,004 +1,373 +6%
LNC
27
Lincoln National Corp
Pennsylvania
$400K 19,237 +7 +0%
EP
28
Eudaimonia Partners
Tennessee
$302K 14,500 -1,900 -12%
JWCA
29
J.W. Cole Advisors
Florida
$263K 12,624 +184 +1%
WS
30
Wedbush Securities
California
$252K 12,122 -2,921 -19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$217K 10,413 +10,413 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$212K 10,169 +969 +11%
SPIA
33
Steward Partners Investment Advisory
New York
$166K 7,999 -699 -8%
Comerica Bank
34
Comerica Bank
Texas
$159K 7,632 +7,632 New
RIA
35
Realta Investment Advisors
Delaware
$150K 7,160
HCP
36
Hexagon Capital Partners
Arkansas
$109K 5,260
PTC
37
Private Trust Company
Ohio
$87.4K 4,200 +300 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$83.2K 4,000
UBS Group
39
UBS Group
Switzerland
$32.8K 1,575 +1,282 +438%
RG
40
Retirement Group
California
$24.9K 1,195 +1,195 New
GI
41
Gradient Investments
Minnesota
$7.88K 379 +379 New
NA
42
NewEdge Advisors
Louisiana
$6.84K 329 +50 +18%
AP
43
Atwood & Palmer
Missouri
$2.54K 122 -53,314 -100%
PWM
44
Peterson Wealth Management
Nevada
-129,077 Closed
TYCC
45
Texas Yale Capital Corp
Florida
-18,340 Closed
VAS
46
Vestmark Advisory Solutions
Massachusetts
-17,301 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-13,303 Closed
FHA
48
Flagship Harbor Advisors
Massachusetts
-12,287 Closed
Wells Fargo
49
Wells Fargo
California
-1,443 Closed
CWA
50
Core Wealth Advisors
Florida
-1,184 Closed