AAM Low Duration Preferred and Income Securities ETF
PFLD
49 hedge funds and large institutions have $167M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less capital invested
Capital invested by funds: $181M → $167M (-$14.2M)
20.14% less ownership
Funds ownership: 84.43% → 64.29% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.25M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$5.03M |
| 3 |
CAG
Curtis Advisory Group
Santa Barbara,
California
|
+$2.84M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.3M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$4.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.17M |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$281K |
| 5 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$234K |
PFLD Hedge Fund Activity: Q1 2024 in Review
49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2024, worth a combined $167M — down 7.8% from $181M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFLD positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.25M. The largest seller was Morgan Stanley, cutting an estimated $28.3M.
- 49 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $167M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2024, down 7.8% quarter-over-quarter.
- 10 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2024 and 9 closed out, a net change of +1 holder.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $5.25M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2024 was Morgan Stanley, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.