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AAM Low Duration Preferred and Income Securities ETF

63 hedge funds and large institutions have $277M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% 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
10
Increased
24
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$955K +$7.84K +400 +0.8%
UBS Group
27
UBS Group
Switzerland
$942K +$942K +48,041 New
KPWS
28
Kestra Private Wealth Services
Texas
$849K +$311K +15,834 +58%
WS
29
Wedbush Securities
California
$776K +$81.4K +4,150 +12%
AWM
30
Apollon Wealth Management
South Carolina
$710K +$15.8K +806 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$545K +$545K +27,813 New
AAS
32
Ameritas Advisory Services
Nebraska
$527K +$82.8K +4,220 +19%
CA
33
CSM Advisors
Pennsylvania
$490K
JWCA
34
J.W. Cole Advisors
Florida
$471K -$30.1K -1,536 -6%
HIP
35
HUB Investment Partners
Texas
$471K +$2.82K +144 +0.6%
GFPC
36
Global Financial Private Client
Florida
$436K +$436K +22,212 New
PS
37
Principal Securities
Iowa
$409K +$126K +6,407 +44%
Goldman Sachs
38
Goldman Sachs
New York
$408K +$408K +20,808 New
OPWM
39
Oregon Pacific Wealth Management
Oregon
$372K -$13.3K -680 -3%
Creative Planning
40
Creative Planning
Kansas
$329K
AWS
41
Atria Wealth Solutions
New York
$314K -$46.7K -2,368 -13%
GIA
42
Gladstone Institutional Advisory
Florida
$313K -$728K -37,129 -70%
SPIA
43
Steward Partners Investment Advisory
New York
$302K -$7.39K -377 -2%
Comerica Bank
44
Comerica Bank
Texas
$292K -$61.5K -3,134 -17%
IWC
45
Integrated Wealth Concepts
Massachusetts
$277K +$2.43K +124 +0.9%
PTC
46
Private Trust Company
Ohio
$262K +$9.81K +500 +4%
CWM
47
Cornerstone Wealth Management
Missouri
$240K -$29.5K -1,504 -11%
HH
48
Hilltop Holdings
Texas
$230K +$2.77K +141 +1%
FIA
49
Foundations Investment Advisors
Arizona
$221K +$221K +11,253 New
PAG
50
Private Advisor Group
New Jersey
$217K -$114K -5,823 -34%