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AAM Low Duration Preferred and Income Securities ETF

65 hedge funds and large institutions have $274M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
65
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

Top Buyers

1 +$4.93M
2 +$3.71M
3 +$1.92M
4
Jane Street
Jane Street
New York
+$1.43M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$937K
HWM
27
HB Wealth Management
Georgia
$835K
Citadel Advisors
28
Citadel Advisors
Florida
$791K
ABWM
29
Alpine Bank Wealth Management
Colorado
$771K
WS
30
Wedbush Securities
California
$771K
AWM
31
Apollon Wealth Management
South Carolina
$534K
NWMG
32
National Wealth Management Group
Ohio
$532K
AAS
33
Ameritas Advisory Services
Nebraska
$485K
HIP
34
HUB Investment Partners
Texas
$473K
GFPC
35
Global Financial Private Client
Florida
$426K
OPWM
36
Oregon Pacific Wealth Management
Oregon
$384K
JWCA
37
J.W. Cole Advisors
Florida
$372K
Bank of America
38
Bank of America
North Carolina
$361K
CFB
39
Cullen/Frost Bankers
Texas
$346K
Comerica Bank
40
Comerica Bank
Texas
$299K
GIA
41
Gladstone Institutional Advisory
Florida
$296K
CAM
42
Concorde Asset Management
Michigan
$280K
Creative Planning
43
Creative Planning
Kansas
$272K
PAG
44
Private Advisor Group
New Jersey
$255K
PTC
45
Private Trust Company
Ohio
$248K
FIA
46
Foundations Investment Advisors
Arizona
$239K
CA
47
CSM Advisors
Pennsylvania
$236K
HH
48
Hilltop Holdings
Texas
$211K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$205K
SPIA
50
Steward Partners Investment Advisory
New York
$204K