PFLD icon

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 6 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.85%
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
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$207K 10,564 -411 -4%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$196K 10,000
TSMHT
53
Thurston Springer Miller Herd & Titak
Indiana
$163K 8,292
CFB
54
Cullen/Frost Bankers
Texas
$145K 7,410 +7,410 New
ABWM
55
Alpine Bank Wealth Management
Colorado
$102K 5,185 +5,185 New
FAI
56
Fiduciary Advisors Inc
Missouri
$53.9K 2,751 +50 +2%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$41.1K 2,097 +2,097 New
WB
58
Webster Bank
Connecticut
$14.4K 735
AF
59
Allworth Financial
California
$10.5K 533
NA
60
NewEdge Advisors
Louisiana
$8.81K 449
GRP
61
Global Retirement Partners
California
$2.61K 133 +133 New
CA
62
CoreCap Advisors
Michigan
$1.96K 100
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1K 50 +50 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
HWM
65
HB Wealth Management
Georgia
-36,510 Closed
BIP
66
Blueprint Investment Partners
North Carolina
-27,017 Closed
ASN
67
Advisory Services Network
Georgia
-24,205 Closed
WA
68
Waverly Advisors
Alabama
-19,260 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
-15,309 Closed
HCP
70
Hexagon Capital Partners
Arkansas
-5,110 Closed