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AAM Low Duration Preferred and Income Securities ETF

61 hedge funds and large institutions have $239M invested in AAM Low Duration Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Bessemer Group
51
Bessemer Group
New Jersey
$12K
AAM
52
Advisors Asset Management
Colorado
$11.7K
IA
53
IFG Advisory
Georgia
$10.3K
KCM
54
Key Capital Management
Tennessee
$9.12K
NA
55
NewEdge Advisors
Louisiana
$8.69K
MWA
56
Medallion Wealth Advisors
Connecticut
$6.64K
HDIM
57
Hanson & Doremus Investment Management
Vermont
$4K
SWP
58
Strategic Wealth Partners
Ohio
$2.9K
CA
59
CoreCap Advisors
Michigan
$1.94K
PCA
60
PMV Capital Advisers
Texas
$169
MWA
61
Merkkuri Wealth Advisors
New York
$17
JP Morgan Chase
62
JP Morgan Chase
New York
$3
IWC
63
Integrated Wealth Concepts
Massachusetts
ABWM
64
Alpine Bank Wealth Management
Colorado
HIP
65
HUB Investment Partners
Texas
NWMG
66
National Wealth Management Group
Ohio
GFPC
67
Global Financial Private Client
Florida
CAS
68
Coppell Advisory Solutions
Texas
OPWM
69
Oregon Pacific Wealth Management
Oregon
JWCA
70
J.W. Cole Advisors
Florida
GIA
71
Gladstone Institutional Advisory
Florida
PAG
72
Private Advisor Group
New Jersey
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
HH
74
Hilltop Holdings
Texas
AF
75
Allworth Financial
California