AAM Low Duration Preferred and Income Securities ETF
PFLD
53 hedge funds and large institutions have $103M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $85.3M → $103M (+$17.8M)
18% more funds holding
Funds holding: 45 → 53 (+8)
6% more ownership
Funds ownership: 53.44% → 59.44% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
58% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$9.49M |
| 2 |
Morgan Stanley
New York
|
+$7.01M |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$3.19M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.22M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$4.21M |
| 2 |
Jane Street
New York
|
-$973K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$840K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$777K |
| 5 |
CAG
Curtis Advisory Group
Santa Barbara,
California
|
-$632K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIMG
51
Patriot Investment Management Group
Knoxville,
Tennessee
| $885 | +$841 | +40 | New |
|
|
DI
52
Disciplined Investments
Tulsa,
Oklahoma
| $21 | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $21 | – | – | – |
|
|
54
Jane Street
New York
| – | -$973K | -45,706 | Closed |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$232K | -10,898 | Closed |
|
|
UB
56
UMB Bank
Kansas City,
Missouri
| – | -$2K | -84 | Closed |
|
PFLD Hedge Fund Activity: Q4 2022 in Review
53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q4 2022, worth a combined $103M — up 21% from $85.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFLD positions and 3 closed out — a net gain of 10 holders — while 10 added to existing stakes and 24 trimmed.
The largest buyer was Rainey & Randall Wealth Advisors, opening a new position worth an estimated $9.49M. The largest seller was Texas Yale Capital Corp, cutting an estimated $4.21M.
- 53 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q4 2022, up from 45 in Q3 2022.
- Funds reported $103M of AAM Low Duration Preferred and Income Securities ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 13 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q4 2022 and 3 closed out, a net change of +10 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q4 2022 was Rainey & Randall Wealth Advisors, an estimated $9.49M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q4 2022 was Texas Yale Capital Corp, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2022.