AAM Low Duration Preferred and Income Securities ETF
PFLD
50 hedge funds and large institutions have $254M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
19% more capital invested
Capital invested by funds: $213M → $254M (+$40.6M)
6% more funds holding
Funds holding: 47 → 50 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.79% less ownership
Funds ownership: 64.97% → 60.18% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.44M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.86M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$4.98M |
| 2 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$4.37M |
| 3 |
Jane Street
New York
|
-$455K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$413K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $3 | – | – | – |
|
|
SW
52
Simplicity Wealth
Summit,
New Jersey
| – | -$4.98M | -237,049 | Closed |
|
|
53
Jane Street
New York
| – | -$455K | -21,666 | Closed |
|
|
RIA
54
Realta Investment Advisors
Wilmington,
Delaware
| – | -$163K | -7,775 | Closed |
|
|
AP
55
Atwood & Palmer
Kansas City,
Missouri
| – | -$2.1K | -100 | Closed |
|
PFLD Hedge Fund Activity: Q3 2024 in Review
50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q3 2024, worth a combined $254M — up 19% from $213M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFLD positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.6M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $4.98M sold.
- 50 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q3 2024, up from 47 in Q2 2024.
- Funds reported $254M of AAM Low Duration Preferred and Income Securities ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 7 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q3 2024 and 4 closed out, a net change of +3 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q3 2024 was Morgan Stanley, an estimated $28.6M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q3 2024 was Simplicity Wealth, an estimated $4.98M sold.
Based on aggregated 13F filings for Q3 2024.