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AAM Low Duration Preferred and Income Securities ETF

62 hedge funds and large institutions have $291M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$1.07M
IA
27
IFP Advisors
Florida
$975K
NWMG
28
National Wealth Management Group
Ohio
$755K
HWM
29
HB Wealth Management
Georgia
$738K
WS
30
Wedbush Securities
California
$716K
AWM
31
Apollon Wealth Management
South Carolina
$715K
KPWS
32
Kestra Private Wealth Services
Texas
$555K
BIP
33
Blueprint Investment Partners
North Carolina
$546K
JWCA
34
J.W. Cole Advisors
Florida
$517K
CA
35
CSM Advisors
Pennsylvania
$505K
ASN
36
Advisory Services Network
Georgia
$489K
HIP
37
HUB Investment Partners
Texas
$482K
AAS
38
Ameritas Advisory Services
Nebraska
$466K
OPWM
39
Oregon Pacific Wealth Management
Oregon
$397K
WA
40
Waverly Advisors
Alabama
$389K
AWS
41
Atria Wealth Solutions
New York
$371K
Comerica Bank
42
Comerica Bank
Texas
$364K
PAG
43
Private Advisor Group
New Jersey
$341K
Creative Planning
44
Creative Planning
Kansas
$339K
SPIA
45
Steward Partners Investment Advisory
New York
$319K
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$309K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$303K
PS
48
Principal Securities
Iowa
$297K
IWC
49
Integrated Wealth Concepts
Massachusetts
$283K
CWM
50
Cornerstone Wealth Management
Missouri
$278K