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AAM Low Duration Preferred and Income Securities ETF
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Overview Fund Activity

49 hedge funds and large institutions have $253M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
22
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$109M
2
Wells Fargo
2
Wells Fargo
California
$32.9M
3
RJA
3
Raymond James & Associates
Florida
$6.27M
4
LPL Financial
4
LPL Financial
California
$16.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
BFG
2
Bleakley Financial Group
New Jersey
$633K
3
Jane Street
3
Jane Street
New York
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.21M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$663K 31,318 +1,553 +5%
GIA
27
Gladstone Institutional Advisory
Florida
$661K 31,189 +6,597 +27%
BFG
28
Bleakley Financial Group
New Jersey
$633K 29,906 -207,143 -87%
AWM
29
Apollon Wealth Management
South Carolina
$556K 26,252 +26,252 New
CA
30
CSM Advisors
Pennsylvania
$530K 25,000 – –
WS
31
Wedbush Securities
California
$522K 24,625 -1,950 -7%
AAS
32
Ameritas Advisory Services
Nebraska
$424K 20,014 +810 +4%
WA
33
Waverly Advisors
Alabama
$410K 19,353 +1,363 +8%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$394K 18,625 -138 -0.7%
JIP
35
Jaffetilchin Investment Partners
Florida
$356K 16,825 +129 +0.8%
PS
36
Principal Securities
Iowa
$307K 14,513 +11,429 +371%
KWM
37
Kingsview Wealth Management
Oregon
$224K 10,561 +10,561 New
Brown Advisory
38
Brown Advisory
Maryland
$222K 10,467 +10,467 New
IA
39
IFG Advisory
Georgia
$213K 10,063 -2,117 -17%
KPWS
40
Kestra Private Wealth Services
Texas
$212K 10,017 +10,017 New
MML Investors Services
41
MML Investors Services
Massachusetts
$211K 9,942 -3,255 -25%
SPIA
42
Steward Partners Investment Advisory
New York
$187K 8,828 +6,209 +237%
HCP
43
Hexagon Capital Partners
Arkansas
$108K 5,110 – –
PTC
44
Private Trust Company
Ohio
$99.5K 4,700 +1,000 +27%
NS
45
NBC Securities
Alabama
$17K 848 +848 New
WB
46
Webster Bank
Connecticut
$8.3K 392 +215 +121%
NA
47
NewEdge Advisors
Louisiana
$7.99K 377 – –
CA
48
CoreCap Advisors
Michigan
$2.12K 100 – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$21 1 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– – – –
1
2
3