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AAM Low Duration Preferred and Income Securities ETF

59 hedge funds and large institutions have $272M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
28
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$885K 43,055 +11,866 +38%
Comerica Bank
27
Comerica Bank
Texas
$700K 34,059 +2,741 +9%
AWM
28
Apollon Wealth Management
South Carolina
$668K 32,507 +6,255 +24%
NWMG
29
National Wealth Management Group
Ohio
$663K 32,223 +32,223 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$662K 32,197 +32,197 New
BFG
31
Bleakley Financial Group
New Jersey
$637K 30,991 +1,085 +4%
WS
32
Wedbush Securities
California
$523K 25,425 +800 +3%
CA
33
CSM Advisors
Pennsylvania
$514K 25,000
AAS
34
Ameritas Advisory Services
Nebraska
$466K 22,663 +2,649 +13%
WA
35
Waverly Advisors
Alabama
$398K 19,359 +6 +0%
OPWM
36
Oregon Pacific Wealth Management
Oregon
$392K 19,067 +19,067 New
KPWS
37
Kestra Private Wealth Services
Texas
$363K 17,674 +7,657 +76%
Creative Planning
38
Creative Planning
Kansas
$345K 16,800 +16,800 New
CWM
39
Cornerstone Wealth Management
Missouri
$323K 15,730 -31,966 -67%
ASN
40
Advisory Services Network
Georgia
$318K 15,481 +15,481 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$312K 15,183 -3,442 -18%
PS
42
Principal Securities
Iowa
$297K 14,460 -53 -0.4%
NAS
43
NWF Advisory Services
California
$273K 13,185 +13,185 New
HH
44
Hilltop Holdings
Texas
$236K 11,464 +11,464 New
KWM
45
Kingsview Wealth Management
Oregon
$224K 10,903 +342 +3%
UBS Group
46
UBS Group
Switzerland
$217K 10,576 +10,576 New
MML Investors Services
47
MML Investors Services
Massachusetts
$201K 9,772 -170 -2%
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$170K 8,292 +8,292 New
PTC
49
Private Trust Company
Ohio
$134K 6,494 +1,794 +38%
HCP
50
Hexagon Capital Partners
Arkansas
$105K 5,110