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AAM Low Duration Preferred and Income Securities ETF

48 hedge funds and large institutions have $181M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
16
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$355K 16,997 -14,698 -46%
EP
27
Eudaimonia Partners
Tennessee
$290K 13,900 -600 -4%
WS
28
Wedbush Securities
California
$283K 13,547 +1,425 +12%
LNC
29
Lincoln National Corp
Pennsylvania
$225K 10,782 -8,455 -44%
AAS
30
Ameritas Advisory Services
Nebraska
$225K 10,609 -13,395 -56%
IA
31
IFG Advisory
Georgia
$222K 10,627 +10,627 New
ASN
32
Advisory Services Network
Georgia
$215K 10,296 +10,296 New
Comerica Bank
33
Comerica Bank
Texas
$175K 8,364 +732 +10%
SPIA
34
Steward Partners Investment Advisory
New York
$167K 7,999
HCP
35
Hexagon Capital Partners
Arkansas
$141K 6,760 +1,500 +29%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$83.6K 4,000
PTC
37
Private Trust Company
Ohio
$56.4K 2,700 -1,500 -36%
PS
38
Principal Securities
Iowa
$55.8K 2,672 +2,672 New
RG
39
Retirement Group
California
$25K 1,195
NA
40
NewEdge Advisors
Louisiana
$7.88K 377 +48 +15%
UBS Group
41
UBS Group
Switzerland
$3.49K 167 -1,408 -89%
GI
42
Gradient Investments
Minnesota
$2.09K 100 -279 -74%
AP
43
Atwood & Palmer
Missouri
$2.09K 100 -22 -18%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.19K 57 +57 New
BTI
45
Blue Trust Inc
Georgia
$1K 25 +25 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$170 8 +8 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$21 1 +1 New
FFA
48
Frazier Financial Advisors
Ohio
$21 1 +1 New
Citadel Advisors
49
Citadel Advisors
Florida
-34,357 Closed
JWCA
50
J.W. Cole Advisors
Florida
-12,624 Closed