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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
+3
Holders Change %
+5.08%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$1.07M +$203K +10,055 +23%
IA
27
IFP Advisors
Florida
$975K
NWMG
28
National Wealth Management Group
Ohio
$755K +$104K +5,150 +16%
HWM
29
HB Wealth Management
Georgia
$738K +$738K +36,510 New
WS
30
Wedbush Securities
California
$716K +$202K +10,000 +39%
AWM
31
Apollon Wealth Management
South Carolina
$715K +$58.8K +2,911 +9%
KPWS
32
Kestra Private Wealth Services
Texas
$555K +$198K +9,799 +55%
BIP
33
Blueprint Investment Partners
North Carolina
$546K +$546K +27,017 New
JWCA
34
J.W. Cole Advisors
Florida
$517K +$517K +25,574 New
CA
35
CSM Advisors
Pennsylvania
$505K
ASN
36
Advisory Services Network
Georgia
$489K +$176K +8,724 +56%
HIP
37
HUB Investment Partners
Texas
$482K +$482K +23,868 New
AAS
38
Ameritas Advisory Services
Nebraska
$466K
OPWM
39
Oregon Pacific Wealth Management
Oregon
$397K +$12.1K +598 +3%
WA
40
Waverly Advisors
Alabama
$389K -$2K -99 -0.5%
AWS
41
Atria Wealth Solutions
New York
$371K +$371K +18,271 New
Comerica Bank
42
Comerica Bank
Texas
$364K -$324K -16,024 -47%
PAG
43
Private Advisor Group
New Jersey
$341K +$341K +16,884 New
Creative Planning
44
Creative Planning
Kansas
$339K
SPIA
45
Steward Partners Investment Advisory
New York
$319K -$814K -40,307 -72%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$309K +$2.55K +126 +0.8%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$303K -$347K -17,176 -53%
PS
48
Principal Securities
Iowa
$297K
IWC
49
Integrated Wealth Concepts
Massachusetts
$283K +$283K +14,000 New
CWM
50
Cornerstone Wealth Management
Missouri
$278K -$39.9K -1,976 -13%