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AAM Low Duration Preferred and Income Securities ETF

66 hedge funds and large institutions have $250M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $275M → $250M (-$25.4M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
ABWM
26
Alpine Bank Wealth Management
Colorado
$814K
Citadel Advisors
27
Citadel Advisors
Florida
$796K
KPWS
28
Kestra Private Wealth Services
Texas
$714K
IFG
29
Independent Financial Group
California
$635K
WS
30
Wedbush Securities
California
$631K
P
31
&Partners
Tennessee
$538K
HIP
32
HUB Investment Partners
Texas
$470K
NWMG
33
National Wealth Management Group
Ohio
$441K
GFPC
34
Global Financial Private Client
Florida
$416K
AAS
35
Ameritas Advisory Services
Nebraska
$416K
CAS
36
Coppell Advisory Solutions
Texas
$409K
CFB
37
Cullen/Frost Bankers
Texas
$366K
OPWM
38
Oregon Pacific Wealth Management
Oregon
$356K
CAM
39
Concorde Asset Management
Michigan
$337K
Comerica Bank
40
Comerica Bank
Texas
$317K
JWCA
41
J.W. Cole Advisors
Florida
$289K
GIA
42
Gladstone Institutional Advisory
Florida
$285K
PAG
43
Private Advisor Group
New Jersey
$284K
PTC
44
Private Trust Company
Ohio
$256K
FLPIM
45
F.L. Putnam Investment Management
Massachusetts
$250K
HH
46
Hilltop Holdings
Texas
$236K
Creative Planning
47
Creative Planning
Kansas
$235K
FIA
48
Foundations Investment Advisors
Arizona
$222K
UBS Group
49
UBS Group
Switzerland
$205K
SPIA
50
Steward Partners Investment Advisory
New York
$163K