AAM Low Duration Preferred and Income Securities ETF
PFLD
47 hedge funds and large institutions have $126M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.
22% more capital invested
Capital invested by funds: $103M → $126M (+$22.4M)
2.14% more ownership
Funds ownership: 59.44% → 61.58% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
11% less funds holding
Funds holding: 53 → 47 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$7.27M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$6.75M |
| 3 |
Morgan Stanley
New York
|
+$6.21M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$626K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$583K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$575K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$529K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$464K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| – | -$15K | -600 | Closed |
|
|
IGWM
52
ICA Group Wealth Management
Denver,
Colorado
| – | -$12.2K | -590 | Closed |
|
|
MCC
53
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.66K | -80 | Closed |
|
|
MPCL
54
My Personal CFO LLC
Vancouver,
Washington
| – | -$1.02K | -49 | Closed |
|
|
PIMG
55
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$885 | -40 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
PFLD Hedge Fund Activity: Q1 2023 in Review
47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2023, worth a combined $126M — up 22% from $103M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFLD and 3 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was Cyndeo Wealth Partners, adding an estimated $7.27M. The largest seller was Kestra Advisory Services, cutting an estimated $626K.
- 47 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2023, down from 53 in Q4 2022.
- Funds reported $126M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2023, up 22% quarter-over-quarter.
- 3 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2023 and 9 closed out, a net change of -6 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2023 was Cyndeo Wealth Partners, an estimated $7.27M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $626K sold.
Based on aggregated 13F filings for Q1 2023.