AAM Low Duration Preferred and Income Securities ETF
PFLD
60 hedge funds and large institutions have $273M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
20% more funds holding
Funds holding: 50 → 60 (+10)
8% more capital invested
Capital invested by funds: $254M → $273M (+$19.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.69% less ownership
Funds ownership: 60.18% → 58.49% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.56M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.58M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.06M |
| 5 |
Morgan Stanley
New York
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$840K |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$673K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$356K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$283K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
51
Hexagon Capital Partners
Rogers,
Arkansas
| $105K | – | – | – |
|
|
FAI
52
Fiduciary Advisors Inc
St. Louis,
Missouri
| $54.5K | +$55.8K | +2,650 | New |
|
|
WB
53
Webster Bank
Waterbury,
Connecticut
| $13.4K | +$5.47K | +260 | +66% |
|
|
AWM
54
AE Wealth Management
Topeka,
Kansas
| $12.3K | +$12.6K | +598 | New |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $9.23K | +$1.51K | +72 | +19% |
|
|
T
56
Transce3nd
Kyle,
Texas
| $8.29K | +$8.48K | +403 | New |
|
|
CA
57
CoreCap Advisors
Southfield,
Michigan
| $2.06K | – | – | – |
|
|
AF
58
Allworth Financial
Folsom,
California
| $684 | +$694 | +33 | New |
|
59
Fidelity Investments
Boston,
Massachusetts
| $21 | – | – | – |
|
60
JP Morgan Chase
New York
| $3 | – | – | – |
|
|
JIP
61
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$356K | -16,825 | Closed |
|
|
62
Brown Advisory
Baltimore,
Maryland
| – | -$222K | -10,467 | Closed |
|
|
IA
63
IFG Advisory
Atlanta,
Georgia
| – | -$213K | -10,063 | Closed |
|
|
NS
64
NBC Securities
Birmingham,
Alabama
| – | -$17K | -848 | Closed |
|
|
RDIA
65
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | +$42 | +2 | New |
|
PFLD Hedge Fund Activity: Q4 2024 in Review
60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q4 2024, worth a combined $273M — up 7.6% from $254M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PFLD positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.98M. The largest seller was Stifel Financial, cutting an estimated $840K.
- 60 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $273M of AAM Low Duration Preferred and Income Securities ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
- 16 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q4 2024 was Wells Fargo, an estimated $5.98M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q4 2024 was Stifel Financial, an estimated $840K sold.
Based on aggregated 13F filings for Q4 2024.